CWS Financial Advisors’s Masco MAS Stock Holding History

CWS Financial Advisors’s Portfolio MAS Stock Details MAS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$370K	Buy	5,482 +598	+12%	+$44.2K	0.08%	118
2026 Q2	$397K	Buy	4,884 +1,319	+37%	+$92K	0.09%	109
2026 Q1	$215K	Buy	3,565 +227	+7%	+$15.4K	0.06%	148
2025 Q4	$212K	Buy	+3,338	New	+$217K	0.06%	144
2024 Q1	–	Sell	-6,986	Closed	-$468K	–	131
2023 Q4	$468K	Sell	6,986 -819	-10%	-$47.6K	0.18%	87
2023 Q3	$417K	Sell	7,805 -118	-1%	-$6.8K	0.17%	98
2023 Q2	$455K	Sell	7,923 -199	-2%	-$10.4K	0.17%	92
2023 Q1	$404K	Buy	+8,122	New	+$419K	0.16%	97

Other funds holding MAS

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

CWS Financial Advisors's MAS Position: Q3 2026 in Review

CWS Financial Advisors increased its Masco (MAS) stake by 12% in Q3 2026, buying an estimated $44.2K and bringing the position to 5,482 shares worth $370K. The position accounts for 0.08% of the portfolio, ranked #118.

CWS Financial Advisors first reported a position in MAS in Q1 2023 and has held it in 8 quarters since. The position peaked at $468K in Q4 2023. 156 funds tracked by Wall St. Rank hold MAS as of Q3 2026.

CWS Financial Advisors held 5,482 shares of Masco worth $370K as of Q3 2026.
CWS Financial Advisors bought 598 Masco shares in Q3 2026, an estimated $44.2K.
Masco made up 0.08% of CWS Financial Advisors's portfolio in Q3 2026, its #118 holding.
CWS Financial Advisors first reported a position in Masco in Q1 2023 and has held it in 8 quarters since.
CWS Financial Advisors's Masco position peaked at $468K in Q4 2023.
156 funds tracked by Wall St. Rank held Masco as of Q3 2026.

Based on CWS Financial Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.