Montag & Associates’s Catalyst Pharmaceutical CPRX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-18	Closed	-$355	–	1005
2025 Q3	$355	Buy	+18	New	+$370	﹤0.01%	1101

Other funds holding CPRX

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Montag & Associates sold out of Catalyst Pharmaceutical (CPRX) in Q4 2025, closing a stake of 18 shares — an estimated $355 sold.

Montag & Associates first reported a position in CPRX in Q3 2025 and held it in 1 quarter. The position peaked at $355 in Q3 2025. 373 funds tracked by Wall St. Rank hold CPRX as of Q4 2025.

Montag & Associates reported no remaining Catalyst Pharmaceutical position as of Q4 2025 after selling out during the quarter.
Montag & Associates sold 18 Catalyst Pharmaceutical shares in Q4 2025, an estimated $355.
Montag & Associates first reported a position in Catalyst Pharmaceutical in Q3 2025 and held it in 1 quarter.
Montag & Associates's Catalyst Pharmaceutical position peaked at $355 in Q3 2025.
373 funds tracked by Wall St. Rank held Catalyst Pharmaceutical as of Q4 2025.

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