EP Wealth Advisors’s MasTec MTZ Stock Holding History

EP Wealth Advisors’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 Q2	–	Sell	-1,943	Closed	-$625K	–	1823
2026 Q1	$625K	Sell	1,943 -85	-4%	-$23K	﹤0.01%	810
2025 Q4	$441K	Buy	+2,028	New	+$426K	﹤0.01%	944
2025 Q2	$201K	Buy	+1,180	New	+$170K	﹤0.01%	1255

Other funds holding MTZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HCC

Hill City Capital Boston, Massachusetts $4.28B AUM 80.76% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

EP Wealth Advisors's MTZ Position: Q2 2026 in Review

EP Wealth Advisors sold out of MasTec (MTZ) in Q2 2026, closing a stake of 1,943 shares — an estimated $625K sold.

EP Wealth Advisors first reported a position in MTZ in Q2 2025 and held it in 3 quarters. The position peaked at $625K in Q1 2026. 911 funds tracked by Wall St. Rank hold MTZ as of Q2 2026.

EP Wealth Advisors reported no remaining MasTec position as of Q2 2026 after selling out during the quarter.
EP Wealth Advisors sold 1,943 MasTec shares in Q2 2026, an estimated $625K.
EP Wealth Advisors first reported a position in MasTec in Q2 2025 and held it in 3 quarters.
EP Wealth Advisors's MasTec position peaked at $625K in Q1 2026.
911 funds tracked by Wall St. Rank held MasTec as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.