First Dallas Securities’s MasTec MTZ Stock Holding History

First Dallas Securities’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	$2.21M	Sell	5,310 -2,190	-29%	-$837K	0.73%	35
2026 Q1	$2.41M	Sell	7,500 -850	-10%	-$230K	0.89%	29
2025 Q4	$1.82M	Buy	8,350 +200	+2%	+$42K	0.68%	40
2025 Q3	$1.73M	Sell	8,150 -200	-2%	-$36.6K	0.65%	39
2025 Q2	$1.42M	Sell	8,350 -500	-6%	-$72K	0.56%	41
2025 Q1	$1.03M	Buy	8,850 +1,250	+16%	+$169K	0.43%	53
2024 Q4	$1.03M	Buy	7,600 +3,850	+103%	+$516K	0.42%	54
2024 Q3	$462K	Buy	+3,750	New	+$409K	0.19%	88

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

First Dallas Securities's MTZ Position: Q2 2026 in Review

First Dallas Securities reduced its MasTec (MTZ) stake by 29% in Q2 2026, selling an estimated $837K and leaving 5,310 shares worth $2.21M. The position accounts for 0.73% of the portfolio, ranked #35.

First Dallas Securities first reported a position in MTZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.41M in Q1 2026. 911 funds tracked by Wall St. Rank hold MTZ as of Q2 2026.

First Dallas Securities held 5,310 shares of MasTec worth $2.21M as of Q2 2026.
First Dallas Securities sold 2,190 MasTec shares in Q2 2026, an estimated $837K.
MasTec made up 0.73% of First Dallas Securities's portfolio in Q2 2026, its #35 holding.
First Dallas Securities first reported a position in MasTec in Q3 2024 and has held it in 8 quarters since.
First Dallas Securities's MasTec position peaked at $2.41M in Q1 2026.
911 funds tracked by Wall St. Rank held MasTec as of Q2 2026.

Based on First Dallas Securities's 13F filing for Q2 2026, filed 3 Aug 2026.