CA
AIRJ

Clearstead Advisors’s Montana Technologies Corp AIRJ Stock Holding History

Clearstead Advisors’s Portfolio AIRJ Stock Details AIRJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-77
Closed -$362 – 3304
2025
Q3 		$362 Buy
+77
New +$361 ﹤0.01% 2781

Other funds holding AIRJ

Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clearstead Advisors's AIRJ Position: Q4 2025 in Review

Clearstead Advisors sold out of Montana Technologies Corp (AIRJ) in Q4 2025, closing a stake of 77 shares — an estimated $362 sold.

Clearstead Advisors first reported a position in AIRJ in Q3 2025 and held it in 1 quarter. The position peaked at $362 in Q3 2025. 78 funds tracked by Wall St. Rank hold AIRJ as of Q4 2025.

  • Clearstead Advisors reported no remaining Montana Technologies Corp position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 77 Montana Technologies Corp shares in Q4 2025, an estimated $362.
  • Clearstead Advisors first reported a position in Montana Technologies Corp in Q3 2025 and held it in 1 quarter.
  • Clearstead Advisors's Montana Technologies Corp position peaked at $362 in Q3 2025.
  • 78 funds tracked by Wall St. Rank held Montana Technologies Corp as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.