Montag & Associates’s Aurora AUR Stock Holding History

Montag & Associates’s Portfolio AUR Stock Details AUR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-3,245	Closed	-$12.5K	–	945
2025 Q4	$12.5K	Hold	3,245	–	–	﹤0.01%	752
2025 Q3	$17.5K	Buy	+3,245	New	+$19K	﹤0.01%	701

Other funds holding AUR

Uber San Francisco, California $3.6B AUM 19.81% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TMC

Toyota Motor Corp Japan $2.44B AUM 10.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Montag & Associates's AUR Position: Q1 2026 in Review

Montag & Associates sold out of Aurora (AUR) in Q1 2026, closing a stake of 3,245 shares — an estimated $12.5K sold.

Montag & Associates first reported a position in AUR in Q3 2025 and held it in 2 quarters. The position peaked at $17.5K in Q3 2025. 413 funds tracked by Wall St. Rank hold AUR as of Q1 2026.

Montag & Associates reported no remaining Aurora position as of Q1 2026 after selling out during the quarter.
Montag & Associates sold 3,245 Aurora shares in Q1 2026, an estimated $12.5K.
Montag & Associates first reported a position in Aurora in Q3 2025 and held it in 2 quarters.
Montag & Associates's Aurora position peaked at $17.5K in Q3 2025.
413 funds tracked by Wall St. Rank held Aurora as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.