MSWA
AIRJ

Marshall & Sterling Wealth Advisors’s Montana Technologies Corp AIRJ Stock Holding History

Marshall & Sterling Wealth 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
2026
Q2 		$16.6K Hold
3,000
– – 0.01% 216
2026
Q1 		$7.53K Buy
+3,000
New +$10.1K ﹤0.01% 246

Other funds holding AIRJ

PS
Pennant Select Summit, New Jersey $225M AUM 138.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's AIRJ Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its Montana Technologies Corp (AIRJ) position steady in Q2 2026 at 3,000 shares worth $16.6K. The position accounts for 0.01% of the portfolio, ranked #216.

Marshall & Sterling Wealth Advisors first reported a position in AIRJ in Q1 2026 and has held it in 2 quarters since. 118 funds tracked by Wall St. Rank hold AIRJ as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 3,000 shares of Montana Technologies Corp worth $16.6K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its Montana Technologies Corp share count unchanged in Q2 2026.
  • Montana Technologies Corp made up 0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #216 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Montana Technologies Corp in Q1 2026 and has held it in 2 quarters since.
  • 118 funds tracked by Wall St. Rank held Montana Technologies Corp as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.