WWM
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Whalen Wealth Management’s MasTec MTZ Stock Holding History

Whalen Wealth 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
Q1 		$494K Sell
1,534
-89
-5% -$24.1K 0.26% 96
2025
Q4 		$353K Sell
1,623
-876
-35% -$184K 0.19% 146
2025
Q3 		$532K Buy
+2,499
New +$458K 0.31% 70
2024
Q1 		– Sell
-5,560
Closed -$421K – 146
2023
Q4 		$421K Buy
+5,560
New +$348K 0.38% 68

Other funds holding MTZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
HCC
Hill City Capital Boston, Massachusetts $2.8B AUM 79.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Whalen Wealth Management's MTZ Position: Q1 2026 in Review

Whalen Wealth Management reduced its MasTec (MTZ) stake by 5.5% in Q1 2026, selling an estimated $24.1K and leaving 1,534 shares worth $494K. The position accounts for 0.26% of the portfolio, ranked #96.

Whalen Wealth Management first reported a position in MTZ in Q4 2023 and has held it in 4 quarters since. The position peaked at $532K in Q3 2025. 805 funds tracked by Wall St. Rank hold MTZ as of Q1 2026.

  • Whalen Wealth Management held 1,534 shares of MasTec worth $494K as of Q1 2026.
  • Whalen Wealth Management sold 89 MasTec shares in Q1 2026, an estimated $24.1K.
  • MasTec made up 0.26% of Whalen Wealth Management's portfolio in Q1 2026, its #96 holding.
  • Whalen Wealth Management first reported a position in MasTec in Q4 2023 and has held it in 4 quarters since.
  • Whalen Wealth Management's MasTec position peaked at $532K in Q3 2025.
  • 805 funds tracked by Wall St. Rank held MasTec as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.