Montag & Associates’s Cemex CX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.7K	Hold	475	–	–	﹤0.01%	803
2026 Q1	$5.43K	Sell	475 -342	-42%	-$4.08K	﹤0.01%	794
2025 Q4	$9.39K	Sell	817 -483	-37%	-$5K	﹤0.01%	773
2025 Q3	$11.7K	Sell	1,300 -282	-18%	-$2.41K	﹤0.01%	744
2025 Q2	$11K	Hold	1,582	–	–	﹤0.01%	740
2025 Q1	$8.88K	Hold	1,582	–	–	﹤0.01%	800
2024 Q4	$8.92K	Buy	1,582 +319	+25%	+$1.81K	﹤0.01%	798
2024 Q3	$7.71K	Buy	1,263 +222	+21%	+$1.39K	﹤0.01%	830
2024 Q2	$6.65K	Buy	1,041 +283	+37%	+$2.17K	﹤0.01%	807
2024 Q1	$6.83K	Sell	758 -155	-17%	-$1.24K	﹤0.01%	793
2023 Q4	$7.08K	Hold	913	–	–	﹤0.01%	797
2023 Q3	$5.93K	Sell	913 -216	-19%	-$1.6K	﹤0.01%	792
2023 Q2	$7.99K	Sell	1,129 -294	-21%	-$1.87K	﹤0.01%	780
2023 Q1	$7.87K	Hold	1,423	–	–	﹤0.01%	773
2022 Q4	$5.76K	Buy	+1,423	New	+$5.69K	﹤0.01%	800

Other funds holding CX

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

PointState Capital New York $7.82B AUM 43.51% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Montag & Associates held its Cemex (CX) position steady in Q2 2026 at 475 shares worth $5.7K. The position accounts for ﹤0.01% of the portfolio, ranked #803.

Montag & Associates first reported a position in CX in Q4 2022 and has held it in 15 quarters since. The position peaked at $11.7K in Q3 2025. 320 funds tracked by Wall St. Rank hold CX as of Q2 2026.

Montag & Associates held 475 shares of Cemex worth $5.7K as of Q2 2026.
Montag & Associates left its Cemex share count unchanged in Q2 2026.
Cemex made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #803 holding.
Montag & Associates first reported a position in Cemex in Q4 2022 and has held it in 15 quarters since.
Montag & Associates's Cemex position peaked at $11.7K in Q3 2025.
320 funds tracked by Wall St. Rank held Cemex as of Q2 2026.

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