Kovitz Investment Group Partners
AIRJ

Kovitz Investment Group Partners’s Montana Technologies Corp AIRJ Stock Holding History

Kovitz Investment Group Partners’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
-135,798
Closed -$637K – 1380
2025
Q3 		$637K Sell
135,798
-8,763
-6% -$41.1K ﹤0.01% 955
2025
Q2 		$665K Sell
144,561
-763
-0.5% -$3.51K ﹤0.01% 894
2025
Q1 		$670K Hold
145,324
– – ﹤0.01% 838
2024
Q4 		$1.16M Buy
145,324
+57,824
+66% +$421K 0.01% 690
2024
Q3 		$508K Buy
+87,500
New +$715K ﹤0.01% 755

Other funds holding AIRJ

Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.88T AUM 44.46% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kovitz Investment Group Partners's AIRJ Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Montana Technologies Corp (AIRJ) in Q4 2025, closing a stake of 135,798 shares — an estimated $637K sold.

Kovitz Investment Group Partners first reported a position in AIRJ in Q3 2024 and held it in 5 quarters. The position peaked at $1.16M in Q4 2024. 78 funds tracked by Wall St. Rank hold AIRJ as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Montana Technologies Corp position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 135,798 Montana Technologies Corp shares in Q4 2025, an estimated $637K.
  • Kovitz Investment Group Partners first reported a position in Montana Technologies Corp in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's Montana Technologies Corp position peaked at $1.16M in Q4 2024.
  • 78 funds tracked by Wall St. Rank held Montana Technologies Corp as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.