Elevation Wealth Partners
MTZ icon

Elevation Wealth Partners’s MasTec MTZ Stock Holding History

Elevation Wealth Partners’s Portfolio MTZ Stock Details MTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$23.5K Buy
110
+76
+224% +$21.4K 0.01% 626
2026
Q2 		$14.1K Buy
34
+21
+162% +$8.03K ﹤0.01% 698
2026
Q1 		$4.18K Hold
13
– – ﹤0.01% 752
2025
Q4 		$2.83K Buy
13
+5
+63% +$1.05K ﹤0.01% 739
2025
Q3 		$1.7K Buy
+8
New +$1.46K ﹤0.01% 675

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Hennessy Advisors Inc
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Legacy Advisors
Legacy Advisors Plymouth Meeting, Pennsylvania $1.05B AUM 17.6% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Kirr Marbach & Co
Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return
Hillman Company
Hillman Company Pittsburgh, Pennsylvania $261M AUM 2.04% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Elevation Wealth Partners's MTZ Position: Q3 2026 in Review

Elevation Wealth Partners increased its MasTec (MTZ) stake by 224% in Q3 2026, buying an estimated $21.4K and bringing the position to 110 shares worth $23.5K. The position accounts for 0.01% of the portfolio, ranked #626.

Elevation Wealth Partners first reported a position in MTZ in Q3 2025 and has held it in 5 quarters since. 296 funds tracked by Wall St. Rank hold MTZ as of Q3 2026.

  • Elevation Wealth Partners held 110 shares of MasTec worth $23.5K as of Q3 2026.
  • Elevation Wealth Partners bought 76 MasTec shares in Q3 2026, an estimated $21.4K.
  • MasTec made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #626 holding.
  • Elevation Wealth Partners first reported a position in MasTec in Q3 2025 and has held it in 5 quarters since.
  • 296 funds tracked by Wall St. Rank held MasTec as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.