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Forum Financial Management’s Masco MAS Stock Holding History

Forum Financial 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
2025
Q2 		– Sell
-3,055
Closed -$212K – 972
2025
Q1 		$212K Buy
3,055
+13
+0.4% +$973 ﹤0.01% 780
2024
Q4 		$221K Buy
+3,042
New +$243K ﹤0.01% 802

Other funds holding MAS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Forum Financial Management's MAS Position: Q2 2025 in Review

Forum Financial Management sold out of Masco (MAS) in Q2 2025, closing a stake of 3,055 shares — an estimated $212K sold.

Forum Financial Management first reported a position in MAS in Q4 2024 and held it in 2 quarters. The position peaked at $221K in Q4 2024. 849 funds tracked by Wall St. Rank hold MAS as of Q2 2025.

  • Forum Financial Management reported no remaining Masco position as of Q2 2025 after selling out during the quarter.
  • Forum Financial Management sold 3,055 Masco shares in Q2 2025, an estimated $212K.
  • Forum Financial Management first reported a position in Masco in Q4 2024 and held it in 2 quarters.
  • Forum Financial Management's Masco position peaked at $221K in Q4 2024.
  • 849 funds tracked by Wall St. Rank held Masco as of Q2 2025.

Based on Forum Financial Management's 13F filing for Q2 2025, filed 30 Jul 2025.