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Forum Financial Management’s MasTec MTZ Stock Holding History

Forum Financial Management’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
Q1 		– Sell
-2,099
Closed -$456K – 745
2025
Q4 		$456K Hold
2,099
– – 0.01% 525
2025
Q3 		$447K Buy
2,099
+402
+24% +$73.6K 0.01% 512
2025
Q2 		$289K Sell
1,697
-400
-19% -$57.6K ﹤0.01% 691
2025
Q1 		$245K Buy
2,097
+78
+4% +$10.5K ﹤0.01% 708
2024
Q4 		$275K Buy
2,019
+388
+24% +$52K ﹤0.01% 666
2024
Q3 		$201K Buy
+1,631
New +$178K ﹤0.01% 725
2023
Q3 		– Sell
-2,207
Closed -$260K – 664
2023
Q2 		$260K Hold
2,207
– – 0.01% 488
2023
Q1 		$208K Buy
+2,207
New +$210K 0.01% 552
2022
Q1 		– Sell
-2,163
Closed -$200K – 655
2021
Q4 		$200K Buy
+2,163
New +$198K 0.01% 625

Other funds holding MTZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
HCC
Hill City Capital Boston, Massachusetts $2.8B AUM 79.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Forum Financial Management's MTZ Position: Q1 2026 in Review

Forum Financial Management sold out of MasTec (MTZ) in Q1 2026, closing a stake of 2,099 shares — an estimated $456K sold.

Forum Financial Management first reported a position in MTZ in Q4 2021 and held it in 9 quarters. The position peaked at $456K in Q4 2025. 805 funds tracked by Wall St. Rank hold MTZ as of Q1 2026.

  • Forum Financial Management reported no remaining MasTec position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,099 MasTec shares in Q1 2026, an estimated $456K.
  • Forum Financial Management first reported a position in MasTec in Q4 2021 and held it in 9 quarters.
  • Forum Financial Management's MasTec position peaked at $456K in Q4 2025.
  • 805 funds tracked by Wall St. Rank held MasTec as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.