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
Q3 		– Sell
-1,951
Closed -$812K – 242
2026
Q2 		$812K Buy
1,951
+417
+27% +$159K 0.37% 79
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BCM
Barden Capital Management Austin, Texas $110M AUM 15.2% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return

Whalen Wealth Management's MTZ Position: Q3 2026 in Review

Whalen Wealth Management sold out of MasTec (MTZ) in Q3 2026, closing a stake of 1,951 shares — an estimated $812K sold.

Whalen Wealth Management first reported a position in MTZ in Q4 2023 and held it in 5 quarters. The position peaked at $812K in Q2 2026. 28 funds tracked by Wall St. Rank hold MTZ as of Q3 2026.

  • Whalen Wealth Management reported no remaining MasTec position as of Q3 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 1,951 MasTec shares in Q3 2026, an estimated $812K.
  • Whalen Wealth Management first reported a position in MasTec in Q4 2023 and held it in 5 quarters.
  • Whalen Wealth Management's MasTec position peaked at $812K in Q2 2026.
  • 28 funds tracked by Wall St. Rank held MasTec as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.