Root Financial Partners
MTZ icon

Root Financial Partners’s MasTec MTZ Stock Holding History

Root Financial Partners’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 		$49.8K Buy
+233
New +$65.5K ﹤0.01% 1090
2026
Q2 		– Sell
-311
Closed -$100K – 2133
2026
Q1 		$100K Buy
311
+63
+25% +$17.1K ﹤0.01% 562
2025
Q4 		$53.9K Buy
248
+20
+9% +$4.2K ﹤0.01% 678
2025
Q3 		$48.5K Buy
+228
New +$41.8K ﹤0.01% 677

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Hennessy Advisors Inc
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Legacy Advisors
Legacy Advisors Plymouth Meeting, Pennsylvania $1.05B AUM 17.6% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Kirr Marbach & Co
Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return
Hillman Company
Hillman Company Pittsburgh, Pennsylvania $261M AUM 2.04% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Community Trust & Investment
Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Root Financial Partners's MTZ Position: Q3 2026 in Review

Root Financial Partners opened a new position in MasTec (MTZ) in Q3 2026: 233 shares worth $49.8K. The stake represents ﹤0.01% of the portfolio and ranks #1090 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MTZ as recently as Q1 2026.

Root Financial Partners first reported a position in MTZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $100K in Q1 2026. 228 funds tracked by Wall St. Rank hold MTZ as of Q3 2026.

  • Root Financial Partners held 233 shares of MasTec worth $49.8K as of Q3 2026.
  • MasTec was a new Root Financial Partners position in Q3 2026.
  • MasTec made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1090 holding.
  • Root Financial Partners first reported a position in MasTec in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's MasTec position peaked at $100K in Q1 2026.
  • 228 funds tracked by Wall St. Rank held MasTec as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.