Merit Financial Group’s MasTec MTZ Stock Holding History

Merit Financial Group’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	$2.32M	Sell	5,584 -144	-3%	-$55K	0.01%	692
2026 Q1	$1.84M	Buy	5,728 +49	+0.9%	+$13.3K	0.01%	709
2025 Q4	$1.23M	Buy	5,679 +374	+7%	+$78.5K	0.01%	848
2025 Q3	$1.13M	Buy	5,305 +421	+9%	+$77.1K	0.01%	804
2025 Q2	$832K	Buy	4,884 +1,166	+31%	+$168K	0.01%	876
2025 Q1	$434K	Buy	3,718 +669	+22%	+$90.3K	0.01%	997
2024 Q4	$415K	Buy	+3,049	New	+$409K	0.01%	786

Other funds holding MTZ

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

KMC

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SAM

Sycomore Asset Management Paris, France $932M AUM 51.25% 1-Year Est. Return

Merit Financial Group's MTZ Position: Q2 2026 in Review

Merit Financial Group reduced its MasTec (MTZ) stake by 2.5% in Q2 2026, selling an estimated $55K and leaving 5,584 shares worth $2.32M. The position accounts for 0.01% of the portfolio, ranked #692.

Merit Financial Group first reported a position in MTZ in Q4 2024 and has held it in 7 quarters since. 105 funds tracked by Wall St. Rank hold MTZ as of Q2 2026.

Merit Financial Group held 5,584 shares of MasTec worth $2.32M as of Q2 2026.
Merit Financial Group sold 144 MasTec shares in Q2 2026, an estimated $55K.
MasTec made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #692 holding.
Merit Financial Group first reported a position in MasTec in Q4 2024 and has held it in 7 quarters since.
105 funds tracked by Wall St. Rank held MasTec as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.