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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
Q2 		$5.95M Sell
73,097
-1,299
-2% -$90.6K 2.64% 24
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 $6.73T AUM 46.02% 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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sitrin Capital Management's MAS Position: Q2 2026 in Review

Sitrin Capital Management reduced its Masco (MAS) stake by 1.7% in Q2 2026, selling an estimated $90.6K and leaving 73,097 shares worth $5.95M. The position accounts for 2.64% of the portfolio, ranked #24.

Sitrin Capital Management first reported a position in MAS in Q1 2022 and has held it in 18 quarters since. The position peaked at $7.39M in Q3 2024. 920 funds tracked by Wall St. Rank hold MAS as of Q2 2026.

  • Sitrin Capital Management held 73,097 shares of Masco worth $5.95M as of Q2 2026.
  • Sitrin Capital Management sold 1,299 Masco shares in Q2 2026, an estimated $90.6K.
  • Masco made up 2.64% of Sitrin Capital Management's portfolio in Q2 2026, its #24 holding.
  • Sitrin Capital Management first reported a position in Masco in Q1 2022 and has held it in 18 quarters since.
  • Sitrin Capital Management's Masco position peaked at $7.39M in Q3 2024.
  • 920 funds tracked by Wall St. Rank held Masco as of Q2 2026.

Based on Sitrin Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.