True Wealth Design
MTZ icon

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
Q3 		$80.1K Sell
375
-85
-18% -$23.9K 0.02% 347
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

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

True Wealth Design's MTZ Position: Q3 2026 in Review

True Wealth Design reduced its MasTec (MTZ) stake by 18% in Q3 2026, selling an estimated $23.9K and leaving 375 shares worth $80.1K. The position accounts for 0.02% of the portfolio, ranked #347.

True Wealth Design first reported a position in MTZ in Q3 2024 and has held it in 9 quarters since. The position peaked at $191K in Q2 2026. 132 funds tracked by Wall St. Rank hold MTZ as of Q3 2026.

  • True Wealth Design held 375 shares of MasTec worth $80.1K as of Q3 2026.
  • True Wealth Design sold 85 MasTec shares in Q3 2026, an estimated $23.9K.
  • MasTec made up 0.02% of True Wealth Design's portfolio in Q3 2026, its #347 holding.
  • True Wealth Design first reported a position in MasTec in Q3 2024 and has held it in 9 quarters since.
  • True Wealth Design's MasTec position peaked at $191K in Q2 2026.
  • 132 funds tracked by Wall St. Rank held MasTec as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.