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Montag & Associates’s Aramark ARMK Stock Holding History

Montag & Associates’s Portfolio ARMK Stock Details ARMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.2K Buy
+250
New +$12.3K ﹤0.01% 724
2023
Q1 		– Sell
-46
Closed -$1.36K – 930
2022
Q4 		$1.36K Buy
+46
New +$1.27K ﹤0.01% 890

Other funds holding ARMK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Montag & Associates's ARMK Position: Q2 2026 in Review

Montag & Associates opened a new position in Aramark (ARMK) in Q2 2026: 250 shares worth $14.2K. The stake represents ﹤0.01% of the portfolio and ranks #724 among its holdings. This is a return to the name: Montag & Associates previously reported a position in ARMK as recently as Q4 2022.

Montag & Associates first reported a position in ARMK in Q4 2022 and has held it in 2 quarters since. 549 funds tracked by Wall St. Rank hold ARMK as of Q2 2026.

  • Montag & Associates held 250 shares of Aramark worth $14.2K as of Q2 2026.
  • Aramark was a new Montag & Associates position in Q2 2026.
  • Aramark made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #724 holding.
  • Montag & Associates first reported a position in Aramark in Q4 2022 and has held it in 2 quarters since.
  • 549 funds tracked by Wall St. Rank held Aramark as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.