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Everhart Financial Group’s MasTec MTZ Stock Holding History

Everhart Financial Group’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 		$364K Buy
874
+45
+5% +$17.2K 0.02% 330
2026
Q1 		$267K Buy
+829
New +$224K 0.02% 382

Other funds holding MTZ

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Everhart Financial Group's MTZ Position: Q2 2026 in Review

Everhart Financial Group increased its MasTec (MTZ) stake by 5.4% in Q2 2026, buying an estimated $17.2K and bringing the position to 874 shares worth $364K. The position accounts for 0.02% of the portfolio, ranked #330.

Everhart Financial Group first reported a position in MTZ in Q1 2026 and has held it in 2 quarters since. 148 funds tracked by Wall St. Rank hold MTZ as of Q2 2026.

  • Everhart Financial Group held 874 shares of MasTec worth $364K as of Q2 2026.
  • Everhart Financial Group bought 45 MasTec shares in Q2 2026, an estimated $17.2K.
  • MasTec made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #330 holding.
  • Everhart Financial Group first reported a position in MasTec in Q1 2026 and has held it in 2 quarters since.
  • 148 funds tracked by Wall St. Rank held MasTec as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.