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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
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

Other funds holding MTZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PP
Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Root Financial Partners's MTZ Position: Q2 2026 in Review

Root Financial Partners sold out of MasTec (MTZ) in Q2 2026, closing a stake of 311 shares — an estimated $100K sold.

Root Financial Partners first reported a position in MTZ in Q3 2025 and held it in 3 quarters. The position peaked at $100K in Q1 2026. 911 funds tracked by Wall St. Rank hold MTZ as of Q2 2026.

  • Root Financial Partners reported no remaining MasTec position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 311 MasTec shares in Q2 2026, an estimated $100K.
  • Root Financial Partners first reported a position in MasTec in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's MasTec position peaked at $100K in Q1 2026.
  • 911 funds tracked by Wall St. Rank held MasTec as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.