CIA
MNTN

Concurrent Investment Advisors’s MNTN Inc MNTN Stock Holding History

Concurrent Investment Advisors’s Portfolio MNTN Stock Details MNTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-36,500
Closed -$677K – 1869
2025
Q3 		$677K Buy
36,500
+14,000
+62% +$318K 0.01% 789
2025
Q2 		$492K Buy
+22,500
New +$518K 0.01% 855

Other funds holding MNTN

MPGIG
Mercato Partners Growth III GP Cottonwood Heights, Utah $114M AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
G
Greycroft New York $146M AUM 1.94% 1-Year Est. Return
BCM
Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Concurrent Investment Advisors's MNTN Position: Q4 2025 in Review

Concurrent Investment Advisors sold out of MNTN Inc (MNTN) in Q4 2025, closing a stake of 36,500 shares — an estimated $677K sold.

Concurrent Investment Advisors first reported a position in MNTN in Q2 2025 and held it in 2 quarters. The position peaked at $677K in Q3 2025. 96 funds tracked by Wall St. Rank hold MNTN as of Q4 2025.

  • Concurrent Investment Advisors reported no remaining MNTN Inc position as of Q4 2025 after selling out during the quarter.
  • Concurrent Investment Advisors sold 36,500 MNTN Inc shares in Q4 2025, an estimated $677K.
  • Concurrent Investment Advisors first reported a position in MNTN Inc in Q2 2025 and held it in 2 quarters.
  • Concurrent Investment Advisors's MNTN Inc position peaked at $677K in Q3 2025.
  • 96 funds tracked by Wall St. Rank held MNTN Inc as of Q4 2025.

Based on Concurrent Investment Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.