Heartwood Wealth Advisors’s Masco MAS Stock Holding History

Heartwood Wealth Advisors’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 Q4	–	Sell	-9	Closed	-$634	–	438
2025 Q3	$634	Buy	+9	New	+$633	﹤0.01%	581

Other funds holding MAS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Heartwood Wealth Advisors's MAS Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Masco (MAS) in Q4 2025, closing a stake of 9 shares — an estimated $634 sold.

Heartwood Wealth Advisors first reported a position in MAS in Q3 2025 and held it in 1 quarter. The position peaked at $634 in Q3 2025. 840 funds tracked by Wall St. Rank hold MAS as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Masco position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 9 Masco shares in Q4 2025, an estimated $634.
Heartwood Wealth Advisors first reported a position in Masco in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Masco position peaked at $634 in Q3 2025.
840 funds tracked by Wall St. Rank held Masco as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.