MTZ β€” MASTEC INC

Ownership history in Quantum Financial Advisors, LLC  Β·  3 quarters on record

AI Ownership Summary

Quantum Financial Advisors, LLC reported MASTEC INC (MTZ) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.04% in 2026 Q1. The latest visible filing shows MTZ at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MTZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Quantum Financial Advisors, LLC's position in MASTEC INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MTZ was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Quantum Financial Advisors, LLC held MTZ β€” position size vs. price
% of Fund (quarterly)    MTZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 1,028 β€” 0% 0.04% $331K 2026-04-08 $348.11
2025 Q4 ADDED 1,028 +1 +0.1% 0.03% $223K 2026-01-12 $223.70
2025 Q3 INITIATED 1,027 β€” β€” 0.03% $219K 2025-10-08 $218.92

FAQ About Quantum Financial Advisors, LLC and MTZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Quantum Financial Advisors, LLC reported owning MTZ?

Quantum Financial Advisors, LLC reported MTZ across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported MTZ position in Quantum Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for MTZ was 0.04% in 2026 Q1.

What is the latest reported MTZ position on this page?

The most recent filing on this page is 2026 Q1, when Quantum Financial Advisors, LLC reported 1,028 shares, equal to 0.04% of portfolio, with an estimated market value of $331K.

What does the chart on this MTZ ownership page compare?

The chart compares Quantum Financial Advisors, LLC's quarterly MTZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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