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Montag & Associates’s Atmus Filtration Technologies ATMU Stock Holding History

Montag & Associates’s Portfolio ATMU Stock Details ATMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-18
Closed -$812 – 968
2025
Q3 		$812 Buy
+18
New +$755 ﹤0.01% 1039

Other funds holding ATMU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Montag & Associates's ATMU Position: Q4 2025 in Review

Montag & Associates sold out of Atmus Filtration Technologies (ATMU) in Q4 2025, closing a stake of 18 shares — an estimated $812 sold.

Montag & Associates first reported a position in ATMU in Q3 2025 and held it in 1 quarter. The position peaked at $812 in Q3 2025. 311 funds tracked by Wall St. Rank hold ATMU as of Q4 2025.

  • Montag & Associates reported no remaining Atmus Filtration Technologies position as of Q4 2025 after selling out during the quarter.
  • Montag & Associates sold 18 Atmus Filtration Technologies shares in Q4 2025, an estimated $812.
  • Montag & Associates first reported a position in Atmus Filtration Technologies in Q3 2025 and held it in 1 quarter.
  • Montag & Associates's Atmus Filtration Technologies position peaked at $812 in Q3 2025.
  • 311 funds tracked by Wall St. Rank held Atmus Filtration Technologies as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.