Monograph Wealth Advisors
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Monograph Wealth Advisors’s Via Transportation Inc VIA Stock Holding History

Monograph Wealth Advisors’s Portfolio VIA Stock Details VIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-16,596
Closed -$301K – 172
2026
Q2 		$301K Hold
16,596
– – 0.02% 117
2026
Q1 		$249K Buy
+16,596
New +$331K 0.02% 130

Other funds holding VIA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Robert Bosch
Robert Bosch Gerlingen Schillerhoehe, Germany $151M AUM 11.73% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Penn Capital Management
Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Lisanti Capital Growth
Lisanti Capital Growth New York $373M AUM 178.76% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Monograph Wealth Advisors's VIA Position: Q3 2026 in Review

Monograph Wealth Advisors sold out of Via Transportation Inc (VIA) in Q3 2026, closing a stake of 16,596 shares — an estimated $301K sold.

Monograph Wealth Advisors first reported a position in VIA in Q1 2026 and held it in 2 quarters. The position peaked at $301K in Q2 2026. 64 funds tracked by Wall St. Rank hold VIA as of Q3 2026.

  • Monograph Wealth Advisors reported no remaining Via Transportation Inc position as of Q3 2026 after selling out during the quarter.
  • Monograph Wealth Advisors sold 16,596 Via Transportation Inc shares in Q3 2026, an estimated $301K.
  • Monograph Wealth Advisors first reported a position in Via Transportation Inc in Q1 2026 and held it in 2 quarters.
  • Monograph Wealth Advisors's Via Transportation Inc position peaked at $301K in Q2 2026.
  • 64 funds tracked by Wall St. Rank held Via Transportation Inc as of Q3 2026.

Based on Monograph Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.