Montag & Associates’s Equinor EQNR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-26	Closed	-$634	–	1024
2025 Q3	$634	Sell	26 -1,974	-99%	-$49.5K	﹤0.01%	1060
2025 Q2	$50.3K	Hold	2,000	–	–	﹤0.01%	584
2025 Q1	$52.9K	Buy	+2,000	New	+$48.5K	﹤0.01%	610

Other funds holding EQNR

Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Montag & Associates sold out of Equinor (EQNR) in Q4 2025, closing a stake of 26 shares — an estimated $634 sold.

Montag & Associates first reported a position in EQNR in Q1 2025 and held it in 3 quarters. The position peaked at $52.9K in Q1 2025. 343 funds tracked by Wall St. Rank hold EQNR as of Q4 2025.

Montag & Associates reported no remaining Equinor position as of Q4 2025 after selling out during the quarter.
Montag & Associates sold 26 Equinor shares in Q4 2025, an estimated $634.
Montag & Associates first reported a position in Equinor in Q1 2025 and held it in 3 quarters.
Montag & Associates's Equinor position peaked at $52.9K in Q1 2025.
343 funds tracked by Wall St. Rank held Equinor as of Q4 2025.

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