Institute for Wealth Management’s Masco MAS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$553K Sell
6,801
-61
-0.9% -$4.26K 0.05% 304
2026
Q1
$414K Sell
6,862
-22
-0.3% -$1.49K 0.04% 356
2025
Q4
$437K Buy
6,884
+116
+2% +$7.53K 0.05% 341
2025
Q3
$476K Sell
6,768
-146
-2% -$10.3K 0.05% 333
2025
Q2
$445K Sell
6,914
-56
-0.8% -$3.53K 0.05% 336
2025
Q1
$485K Sell
6,970
-6
-0.1% -$449 0.06% 296
2024
Q4
$506K Sell
6,976
-20
-0.3% -$1.6K 0.06% 286
2024
Q3
$587K Sell
6,996
-3
-0% -$227 0.07% 266
2024
Q2
$467K Sell
6,999
-174
-2% -$12.3K 0.06% 295
2024
Q1
$566K Sell
7,173
-19
-0.3% -$1.37K 0.07% 265
2023
Q4
$482K Sell
7,192
-96
-1% -$5.58K 0.08% 277
2023
Q3
$390K Sell
7,288
-39
-0.5% -$2.25K 0.07% 297
2023
Q2
$420K Sell
7,327
-40
-0.5% -$2.09K 0.07% 297
2023
Q1
$366K Sell
7,367
-133
-2% -$6.86K 0.07% 312
2022
Q4
$350K Sell
7,500
-181
-2% -$8.72K 0.07% 325
2022
Q3
$359K Sell
7,681
-5
-0.1% -$260 0.08% 303
2022
Q2
$389K Sell
7,686
-51
-0.7% -$2.7K 0.08% 333
2022
Q1
$395K Sell
7,737
-24
-0.3% -$1.43K 0.06% 343
2021
Q4
$545K Sell
7,761
-130
-2% -$8.41K 0.09% 271
2021
Q3
$438K Buy
7,891
+1
+0% +$59 0.08% 299
2021
Q2
$465K Sell
7,890
-300
-4% -$18.5K 0.08% 291
2021
Q1
$491K Sell
8,190
-333
-4% -$18.6K 0.09% 270
2020
Q4
$468K Sell
8,523
-164
-2% -$9.03K 0.09% 265
2020
Q3
$479K Sell
8,687
-508
-6% -$28.4K 0.11% 234
2020
Q2
$462K Hold
9,195
0.11% 247
2020
Q1
$318K Sell
9,195
-837
-8% -$36.6K 0.1% 268
2019
Q4
$481K Sell
10,032
-237
-2% -$10.8K 0.11% 258
2019
Q3
$428K Sell
10,269
-1,589
-13% -$63.7K 0.11% 265
2019
Q2
$465K Buy
11,858
+4,182
+54% +$161K 0.1% 267
2019
Q1
$302K Buy
+7,676
New +$274K 0.07% 332
2018
Q1
Sell
-7,788
Closed -$343K 344
2017
Q4
$343K Buy
+7,788
New +$316K 0.08% 281
2017
Q3
Sell
-8,251
Closed -$316K 332
2017
Q2
$316K Buy
+8,251
New +$302K 0.09% 300

Other funds holding MAS

Institute for Wealth Management's MAS Position: Q2 2026 in Review

Institute for Wealth Management reduced its Masco (MAS) stake by 0.89% in Q2 2026, selling an estimated $4.26K and leaving 6,801 shares worth $553K. The position accounts for 0.05% of the portfolio, ranked #304.

Institute for Wealth Management first reported a position in MAS in Q2 2017 and has held it in 32 quarters since. The position peaked at $587K in Q3 2024. 917 funds tracked by Wall St. Rank hold MAS as of Q2 2026.

  • Institute for Wealth Management held 6,801 shares of Masco worth $553K as of Q2 2026.
  • Institute for Wealth Management sold 61 Masco shares in Q2 2026, an estimated $4.26K.
  • Masco made up 0.05% of Institute for Wealth Management's portfolio in Q2 2026, its #304 holding.
  • Institute for Wealth Management first reported a position in Masco in Q2 2017 and has held it in 32 quarters since.
  • Institute for Wealth Management's Masco position peaked at $587K in Q3 2024.
  • 917 funds tracked by Wall St. Rank held Masco as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.