EWM
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Evermay Wealth Management’s Masco MAS Stock Holding History

Evermay Wealth Management’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
Q2 		$60.7K Hold
746
– – 0.01% 336
2026
Q1 		$45K Hold
746
– – 0.01% 328
2025
Q4 		$47.3K Sell
746
-250
-25% -$16.2K 0.01% 328
2025
Q3 		$70.1K Sell
996
-220
-18% -$15.5K 0.01% 297
2025
Q2 		$78.3K Buy
1,216
+220
+22% +$13.9K 0.01% 290
2025
Q1 		$69.3K Buy
996
+200
+25% +$15K 0.01% 296
2024
Q4 		$57.8K Sell
796
-1,117
-58% -$89.4K 0.01% 308
2024
Q3 		$161K Sell
1,913
-435
-19% -$33K 0.03% 217
2024
Q2 		$157K Hold
2,348
– – 0.03% 213
2024
Q1 		$185K Buy
2,348
+1,098
+88% +$79.1K 0.03% 206
2023
Q4 		$83.7K Hold
1,250
– – 0.02% 272
2023
Q3 		$66.8K Sell
1,250
-100
-7% -$5.76K 0.01% 275
2023
Q2 		$77.5K Hold
1,350
– – 0.01% 264
2023
Q1 		$67.1K Sell
1,350
-320
-19% -$16.5K 0.01% 275
2022
Q4 		$77.9K Sell
1,670
-604
-27% -$29.1K 0.02% 252
2022
Q3 		$106K Hold
2,274
– – 0.02% 208
2022
Q2 		$115K Sell
2,274
-156
-6% -$8.25K 0.02% 207
2022
Q1 		$124K Buy
2,430
+543
+29% +$32.3K 0.02% 231
2021
Q4 		$133K Buy
1,887
+245
+15% +$15.8K 0.02% 199
2021
Q3 		$91K Buy
1,642
+922
+128% +$54.7K 0.02% 223
2021
Q2 		$42K Buy
+720
New +$44.4K 0.01% 303

Other funds holding MAS

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Evermay Wealth Management's MAS Position: Q2 2026 in Review

Evermay Wealth Management held its Masco (MAS) position steady in Q2 2026 at 746 shares worth $60.7K. The position accounts for 0.01% of the portfolio, ranked #336.

Evermay Wealth Management first reported a position in MAS in Q2 2021 and has held it in 21 quarters since. The position peaked at $185K in Q1 2024. 272 funds tracked by Wall St. Rank hold MAS as of Q2 2026.

  • Evermay Wealth Management held 746 shares of Masco worth $60.7K as of Q2 2026.
  • Evermay Wealth Management left its Masco share count unchanged in Q2 2026.
  • Masco made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #336 holding.
  • Evermay Wealth Management first reported a position in Masco in Q2 2021 and has held it in 21 quarters since.
  • Evermay Wealth Management's Masco position peaked at $185K in Q1 2024.
  • 272 funds tracked by Wall St. Rank held Masco as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.