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True Wealth Design’s MasTec MTZ Stock Holding History

True Wealth Design’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 		$191K Buy
460
+1
+0.2% +$382 0.05% 125
2026
Q1 		$148K Buy
459
+8
+2% +$2.17K 0.04% 130
2025
Q4 		$98K Hold
451
– – 0.03% 192
2025
Q3 		$96K Buy
451
+266
+144% +$48.7K 0.03% 171
2025
Q2 		$31.5K Sell
185
-292
-61% -$42.1K 0.01% 284
2025
Q1 		$55.7K Sell
477
-32
-6% -$4.32K 0.02% 169
2024
Q4 		$69.3K Buy
509
+48
+10% +$6.44K 0.03% 113
2024
Q3 		$56.8K Buy
+461
New +$50.3K 0.02% 121

Other funds holding MTZ

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SAM
Sycomore Asset Management Paris, France $932M AUM 51.25% 1-Year Est. Return

True Wealth Design's MTZ Position: Q2 2026 in Review

True Wealth Design increased its MasTec (MTZ) stake by 0.22% in Q2 2026, buying an estimated $382 and bringing the position to 460 shares worth $191K. The position accounts for 0.05% of the portfolio, ranked #125.

True Wealth Design first reported a position in MTZ in Q3 2024 and has held it in 8 quarters since. 105 funds tracked by Wall St. Rank hold MTZ as of Q2 2026.

  • True Wealth Design held 460 shares of MasTec worth $191K as of Q2 2026.
  • True Wealth Design bought 1 MasTec share in Q2 2026, an estimated $382.
  • MasTec made up 0.05% of True Wealth Design's portfolio in Q2 2026, its #125 holding.
  • True Wealth Design first reported a position in MasTec in Q3 2024 and has held it in 8 quarters since.
  • 105 funds tracked by Wall St. Rank held MasTec as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.