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Smallwood Wealth Investment Management’s MasTec MTZ Stock Holding History

Smallwood Wealth Investment Management’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 		$125K Hold
300
– – 0.05% 124
2026
Q1 		$96.5K Hold
300
– – 0.05% 124
2025
Q4 		$65.2K Hold
300
– – 0.03% 151
2025
Q3 		$63.8K Hold
300
– – 0.03% 155
2025
Q2 		$51.1K Hold
300
– – 0.03% 166
2025
Q1 		$35K Buy
+300
New +$40.5K 0.02% 192

Other funds holding MTZ

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
HC
Hillman Company Pittsburgh, Pennsylvania $283M AUM 23.82% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LA
Legacy Advisors Plymouth Meeting, Pennsylvania $1.07B AUM 26.49% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Smallwood Wealth Investment Management's MTZ Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its MasTec (MTZ) position steady in Q2 2026 at 300 shares worth $125K. The position accounts for 0.05% of the portfolio, ranked #124.

Smallwood Wealth Investment Management first reported a position in MTZ in Q1 2025 and has held it in 6 quarters since. 308 funds tracked by Wall St. Rank hold MTZ as of Q2 2026.

  • Smallwood Wealth Investment Management held 300 shares of MasTec worth $125K as of Q2 2026.
  • Smallwood Wealth Investment Management left its MasTec share count unchanged in Q2 2026.
  • MasTec made up 0.05% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #124 holding.
  • Smallwood Wealth Investment Management first reported a position in MasTec in Q1 2025 and has held it in 6 quarters since.
  • 308 funds tracked by Wall St. Rank held MasTec as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.