Evergreen Wealth Solutions’s Masco MAS Stock Holding History

Evergreen Wealth Solutions’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 Q1	$331K	Sell	5,487 -204	-4%	-$13.8K	0.02%	314
2025 Q4	$361K	Buy	5,691 +817	+17%	+$53K	0.05%	148
2025 Q3	$343K	Buy	4,874 +109	+2%	+$7.67K	0.19%	83
2025 Q2	$307K	Sell	4,765 -3,669	-44%	-$231K	0.18%	87
2025 Q1	$586K	Buy	8,434 +431	+5%	+$32.3K	0.4%	45
2024 Q4	$581K	Buy	8,003 +540	+7%	+$43.2K	0.4%	45
2024 Q3	$626K	Sell	7,463 -819	-10%	-$62.1K	0.43%	46
2024 Q2	$552K	Buy	8,282 +1,849	+29%	+$130K	0.39%	54
2024 Q1	$507K	Sell	6,433 -1,943	-23%	-$140K	0.38%	61
2023 Q4	$561K	Sell	8,376 -1,779	-18%	-$103K	0.48%	52
2023 Q3	$543K	Sell	10,155 -661	-6%	-$38.1K	0.55%	50
2023 Q2	$621K	Sell	10,816 -55	-0.5%	-$2.88K	0.63%	49
2023 Q1	$540K	Buy	10,871 +14	+0.1%	+$722	0.62%	50
2022 Q4	$507K	Buy	10,857 +1,339	+14%	+$64.5K	0.67%	47
2022 Q3	$444K	Buy	9,518 +1,298	+16%	+$67.6K	0.63%	50
2022 Q2	$416K	Buy	+8,220	New	+$435K	0.51%	58

Other funds holding MAS

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

VanEck Associates New York $133B AUM 72.99% 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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Evergreen Wealth Solutions's MAS Position: Q1 2026 in Review

Evergreen Wealth Solutions reduced its Masco (MAS) stake by 3.6% in Q1 2026, selling an estimated $13.8K and leaving 5,487 shares worth $331K. The position accounts for 0.02% of the portfolio, ranked #314.

Evergreen Wealth Solutions first reported a position in MAS in Q2 2022 and has held it in 16 quarters since. The position peaked at $626K in Q3 2024. 833 funds tracked by Wall St. Rank hold MAS as of Q1 2026.

Evergreen Wealth Solutions held 5,487 shares of Masco worth $331K as of Q1 2026.
Evergreen Wealth Solutions sold 204 Masco shares in Q1 2026, an estimated $13.8K.
Masco made up 0.02% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #314 holding.
Evergreen Wealth Solutions first reported a position in Masco in Q2 2022 and has held it in 16 quarters since.
Evergreen Wealth Solutions's Masco position peaked at $626K in Q3 2024.
833 funds tracked by Wall St. Rank held Masco as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.