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Sitrin Capital Management’s Masco MAS Stock Holding History

Sitrin Capital Management’s Portfolio MAS Stock Details MAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.49M Sell
74,396
-2,913
-4% -$197K 2.25% 26
2025
Q4 		$4.91M Sell
77,309
-135
-0.2% -$8.76K 2.33% 24
2025
Q3 		$5.45M Sell
77,444
-628
-0.8% -$44.2K 2.62% 22
2025
Q2 		$5.02M Sell
78,072
-10,553
-12% -$665K 2.56% 23
2025
Q1 		$6.16M Buy
88,625
+180
+0.2% +$13.5K 3.33% 15
2024
Q4 		$6.42M Buy
88,445
+464
+0.5% +$37.1K 3.24% 13
2024
Q3 		$7.39M Sell
87,981
-615
-0.7% -$46.6K 3.69% 6
2024
Q2 		$5.91M Buy
88,596
+275
+0.3% +$19.4K 3.14% 16
2024
Q1 		$6.97M Sell
88,321
-1,973
-2% -$142K 3.81% 6
2023
Q4 		$6.05M Sell
90,294
-1,418
-2% -$82.4K 3.53% 12
2023
Q3 		$4.9M Sell
91,712
-10,397
-10% -$599K 3.06% 19
2023
Q2 		$5.86M Buy
102,109
+912
+0.9% +$47.7K 3.29% 16
2023
Q1 		$5.03M Sell
101,197
-737
-0.7% -$38K 3.05% 19
2022
Q4 		$4.76M Sell
101,934
-4,495
-4% -$217K 3.03% 15
2022
Q3 		$4.97M Buy
106,429
+383
+0.4% +$19.9K 3.27% 13
2022
Q2 		$5.37M Sell
106,046
-1,853
-2% -$98K 3.42% 7
2022
Q1 		$5.5M Buy
+107,899
New +$6.41M 2.76% 24

Other funds holding MAS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Sitrin Capital Management's MAS Position: Q1 2026 in Review

Sitrin Capital Management reduced its Masco (MAS) stake by 3.8% in Q1 2026, selling an estimated $197K and leaving 74,396 shares worth $4.49M. The position accounts for 2.25% of the portfolio, ranked #26.

Sitrin Capital Management first reported a position in MAS in Q1 2022 and has held it in 17 quarters since. The position peaked at $7.39M in Q3 2024. 834 funds tracked by Wall St. Rank hold MAS as of Q1 2026.

  • Sitrin Capital Management held 74,396 shares of Masco worth $4.49M as of Q1 2026.
  • Sitrin Capital Management sold 2,913 Masco shares in Q1 2026, an estimated $197K.
  • Masco made up 2.25% of Sitrin Capital Management's portfolio in Q1 2026, its #26 holding.
  • Sitrin Capital Management first reported a position in Masco in Q1 2022 and has held it in 17 quarters since.
  • Sitrin Capital Management's Masco position peaked at $7.39M in Q3 2024.
  • 834 funds tracked by Wall St. Rank held Masco as of Q1 2026.

Based on Sitrin Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.