Sigma Planning Corp
MTZ icon

Sigma Planning Corp’s MasTec MTZ Stock Holding History

Sigma Planning Corp’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 		– Sell
-2,432
Closed -$1.01M – 1401
2026
Q2 		$1.01M Sell
2,432
-1,852
-43% -$708K 0.03% 593
2026
Q1 		$1.38M Buy
4,284
+2,817
+192% +$763K 0.04% 450
2025
Q4 		$319K Buy
+1,467
New +$308K 0.01% 998
2025
Q3 		– Sell
-1,333
Closed -$227K – 1348
2025
Q2 		$227K Buy
+1,333
New +$192K 0.01% 1121

Other funds holding MTZ

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
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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Sigma Planning Corp's MTZ Position: Q3 2026 in Review

Sigma Planning Corp sold out of MasTec (MTZ) in Q3 2026, closing a stake of 2,432 shares — an estimated $1.01M sold.

Sigma Planning Corp first reported a position in MTZ in Q2 2025 and held it in 4 quarters. The position peaked at $1.38M in Q1 2026. 143 funds tracked by Wall St. Rank hold MTZ as of Q3 2026.

  • Sigma Planning Corp reported no remaining MasTec position as of Q3 2026 after selling out during the quarter.
  • Sigma Planning Corp sold 2,432 MasTec shares in Q3 2026, an estimated $1.01M.
  • Sigma Planning Corp first reported a position in MasTec in Q2 2025 and held it in 4 quarters.
  • Sigma Planning Corp's MasTec position peaked at $1.38M in Q1 2026.
  • 143 funds tracked by Wall St. Rank held MasTec as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.