OP Asset Management’s MasTec MTZ Stock Holding History

OP Asset 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 Q2	$64.5M	Sell	154,952 -28,380	-15%	-$10.8M	0.69%	25
2026 Q1	$59M	Sell	183,332 -1,588	-0.9%	-$430K	0.59%	26
2025 Q4	$40.2M	Buy	184,920 +29,342	+19%	+$6.16M	0.48%	31
2025 Q3	$33.1M	Buy	155,578 +135,915	+691%	+$24.9M	0.43%	34
2025 Q2	$3.35M	Sell	19,663 -4,943	-20%	-$712K	0.05%	309
2025 Q1	$2.87M	Buy	+24,606	New	+$3.32M	0.05%	329

Other funds holding MTZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HCC

Hill City Capital Boston, Massachusetts $4.28B AUM 80.76% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

OP Asset Management's MTZ Position: Q2 2026 in Review

OP Asset Management reduced its MasTec (MTZ) stake by 15% in Q2 2026, selling an estimated $10.8M and leaving 154,952 shares worth $64.5M. The position accounts for 0.69% of the portfolio, ranked #25.

OP Asset Management first reported a position in MTZ in Q1 2025 and has held it in 6 quarters since. 911 funds tracked by Wall St. Rank hold MTZ as of Q2 2026.

OP Asset Management held 154,952 shares of MasTec worth $64.5M as of Q2 2026.
OP Asset Management sold 28,380 MasTec shares in Q2 2026, an estimated $10.8M.
MasTec made up 0.69% of OP Asset Management's portfolio in Q2 2026, its #25 holding.
OP Asset Management first reported a position in MasTec in Q1 2025 and has held it in 6 quarters since.
911 funds tracked by Wall St. Rank held MasTec as of Q2 2026.

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