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Montag & Associates’s InterContinental Hotels IHG Stock Holding History

Montag & Associates’s Portfolio IHG Stock Details IHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-5
Closed -$610 – 1054
2025
Q3 		$610 Buy
+5
New +$599 ﹤0.01% 1065

Other funds holding IHG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

Montag & Associates sold out of InterContinental Hotels (IHG) in Q4 2025, closing a stake of 5 shares — an estimated $610 sold.

Montag & Associates first reported a position in IHG in Q3 2025 and held it in 1 quarter. The position peaked at $610 in Q3 2025. 268 funds tracked by Wall St. Rank hold IHG as of Q4 2025.

  • Montag & Associates reported no remaining InterContinental Hotels position as of Q4 2025 after selling out during the quarter.
  • Montag & Associates sold 5 InterContinental Hotels shares in Q4 2025, an estimated $610.
  • Montag & Associates first reported a position in InterContinental Hotels in Q3 2025 and held it in 1 quarter.
  • Montag & Associates's InterContinental Hotels position peaked at $610 in Q3 2025.
  • 268 funds tracked by Wall St. Rank held InterContinental Hotels as of Q4 2025.

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