Essential Planning’s Masco MAS Stock Holding History

Essential Planning’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
2025 Q1	–	Sell	-26,650	Closed	-$2.13M	–	212
2024 Q4	$2.13M	Buy	+26,650	New	+$2.13M	0.01%	189

Other funds holding MAS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Essential Planning's MAS Position: Q1 2025 in Review

Essential Planning sold out of Masco (MAS) in Q1 2025, closing a stake of 26,650 shares — an estimated $2.13M sold.

Essential Planning first reported a position in MAS in Q4 2024 and held it in 1 quarter. The position peaked at $2.13M in Q4 2024. 865 funds tracked by Wall St. Rank hold MAS as of Q1 2025.

Essential Planning reported no remaining Masco position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 26,650 Masco shares in Q1 2025, an estimated $2.13M.
Essential Planning first reported a position in Masco in Q4 2024 and held it in 1 quarter.
Essential Planning's Masco position peaked at $2.13M in Q4 2024.
865 funds tracked by Wall St. Rank held Masco as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.