Pinnacle Wealth Planning Services’s MasTec MTZ Stock Holding History

Pinnacle Wealth Planning Services’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 Q3	$14.7K	Sell	69 -498	-88%	-$140K	﹤0.01%	1925
2026 Q2	$236K	Sell	567 -577	-50%	-$221K	0.02%	465
2026 Q1	$368K	Sell	1,144 -315	-22%	-$85.3K	0.04%	280
2025 Q4	$317K	Buy	1,459 +4	+0.3%	+$839	0.03%	303
2025 Q3	$310K	Sell	1,455 -37	-2%	-$6.78K	0.04%	308
2025 Q2	$254K	Buy	+1,492	New	+$215K	0.03%	343
2021 Q1	–	Sell	-24	Closed	-$2K	–	1349
2020 Q4	$2K	Buy	+24	New	+$1.35K	﹤0.01%	1950

Other funds holding MTZ

Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Legacy Advisors Plymouth Meeting, Pennsylvania $1.05B AUM 17.6% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return

Hillman Company Pittsburgh, Pennsylvania $261M AUM 2.04% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Pinnacle Wealth Planning Services's MTZ Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its MasTec (MTZ) stake by 88% in Q3 2026, selling an estimated $140K and leaving 69 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1925.

Pinnacle Wealth Planning Services first reported a position in MTZ in Q4 2020 and has held it in 7 quarters since. The position peaked at $368K in Q1 2026. 228 funds tracked by Wall St. Rank hold MTZ as of Q3 2026.

Pinnacle Wealth Planning Services held 69 shares of MasTec worth $14.7K as of Q3 2026.
Pinnacle Wealth Planning Services sold 498 MasTec shares in Q3 2026, an estimated $140K.
MasTec made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1925 holding.
Pinnacle Wealth Planning Services first reported a position in MasTec in Q4 2020 and has held it in 7 quarters since.
Pinnacle Wealth Planning Services's MasTec position peaked at $368K in Q1 2026.
228 funds tracked by Wall St. Rank held MasTec as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.