MA
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Montag & Associates’s Interactive Brokers IBKR Stock Holding History

Montag & Associates’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.28K Hold
19
– – ﹤0.01% 880
2025
Q4 		$1.22K Sell
19
-10
-34% -$669 ﹤0.01% 909
2025
Q3 		$2K Sell
29
-3
-9% -$189 ﹤0.01% 918
2025
Q2 		$1.79K Sell
32
-12
-27% -$569 ﹤0.01% 856
2025
Q1 		$1.83K Sell
44
-16
-27% -$793 ﹤0.01% 900
2024
Q4 		$2.68K Hold
60
– – ﹤0.01% 871
2024
Q3 		$2.11K Hold
60
– – ﹤0.01% 917
2024
Q2 		$1.86K Buy
60
+4
+7% +$119 ﹤0.01% 873
2024
Q1 		$1.52K Buy
+56
New +$1.39K ﹤0.01% 886

Other funds holding IBKR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return