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Montag & Associates’s Atlanta Braves Holdings Series A BATRA Stock Holding History

Montag & Associates’s Portfolio BATRA Stock Details BATRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.19K Hold
110
– – ﹤0.01% 800
2025
Q4 		$4.67K Hold
110
– – ﹤0.01% 819
2025
Q3 		$5K Hold
110
– – ﹤0.01% 824
2025
Q2 		$5.41K Hold
110
– – ﹤0.01% 795
2025
Q1 		$4.83K Hold
110
– – ﹤0.01% 846
2024
Q4 		$4.49K Hold
110
– – ﹤0.01% 845
2024
Q3 		$4.64K Hold
110
– – ﹤0.01% 875
2024
Q2 		$4.55K Hold
110
– – ﹤0.01% 828
2024
Q1 		$4.61K Hold
110
– – ﹤0.01% 822
2023
Q4 		$4.71K Hold
110
– – ﹤0.01% 831
2023
Q3 		$4.3K Buy
+110
New +$4.66K ﹤0.01% 815

Other funds holding BATRA

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RC
Roundview Capital Princeton, New Jersey $1.61B AUM 16.92% 1-Year Est. Return

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

Montag & Associates held its Atlanta Braves Holdings Series A (BATRA) position steady in Q1 2026 at 110 shares worth $5.19K. The position accounts for ﹤0.01% of the portfolio, ranked #800.

Montag & Associates first reported a position in BATRA in Q3 2023 and has held it in 11 quarters since. The position peaked at $5.41K in Q2 2025. 202 funds tracked by Wall St. Rank hold BATRA as of Q1 2026.

  • Montag & Associates held 110 shares of Atlanta Braves Holdings Series A worth $5.19K as of Q1 2026.
  • Montag & Associates left its Atlanta Braves Holdings Series A share count unchanged in Q1 2026.
  • Atlanta Braves Holdings Series A made up ﹤0.01% of Montag & Associates's portfolio in Q1 2026, its #800 holding.
  • Montag & Associates first reported a position in Atlanta Braves Holdings Series A in Q3 2023 and has held it in 11 quarters since.
  • Montag & Associates's Atlanta Braves Holdings Series A position peaked at $5.41K in Q2 2025.
  • 202 funds tracked by Wall St. Rank held Atlanta Braves Holdings Series A as of Q1 2026.

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