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Montag & Associates’s Elbit Systems ESLT Stock Holding History

Montag & Associates’s Portfolio ESLT Stock Details ESLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26.6K Sell
35
-97
-73% -$80.7K ﹤0.01% 666
2026
Q1 		$112K Sell
132
-37
-22% -$28.5K 0.01% 491
2025
Q4 		$97.6K Sell
169
-24
-12% -$12K ﹤0.01% 511
2025
Q3 		$98.4K Buy
193
+42
+28% +$19.7K ﹤0.01% 490
2025
Q2 		$67.9K Buy
+151
New +$61.2K ﹤0.01% 528

Other funds holding ESLT

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
YDMI
Y.D. More Investments Ramat Gan, Israel $3.21B AUM 117.29% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

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

Montag & Associates reduced its Elbit Systems (ESLT) stake by 73% in Q2 2026, selling an estimated $80.7K and leaving 35 shares worth $26.6K. The position accounts for ﹤0.01% of the portfolio, ranked #666.

Montag & Associates first reported a position in ESLT in Q2 2025 and has held it in 5 quarters since. The position peaked at $112K in Q1 2026. 388 funds tracked by Wall St. Rank hold ESLT as of Q2 2026.

  • Montag & Associates held 35 shares of Elbit Systems worth $26.6K as of Q2 2026.
  • Montag & Associates sold 97 Elbit Systems shares in Q2 2026, an estimated $80.7K.
  • Elbit Systems made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #666 holding.
  • Montag & Associates first reported a position in Elbit Systems in Q2 2025 and has held it in 5 quarters since.
  • Montag & Associates's Elbit Systems position peaked at $112K in Q1 2026.
  • 388 funds tracked by Wall St. Rank held Elbit Systems as of Q2 2026.

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