Montag & Associates’s INNIO N.V. INIO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.57K	Buy	+40	New	+$1.42K	﹤0.01%	887

Other funds holding INIO

Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

GFM

GF Fund Management Guangzhou, China $8.34B AUM 165.53% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

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

Montag & Associates opened a new position in INNIO N.V. (INIO) in Q2 2026: 40 shares worth $1.57K. The stake represents ﹤0.01% of the portfolio and ranks #887 among its holdings.

148 funds tracked by Wall St. Rank hold INIO as of Q2 2026.

Montag & Associates held 40 shares of INNIO N.V. worth $1.57K as of Q2 2026.
INNIO N.V. was a new Montag & Associates position in Q2 2026.
INNIO N.V. made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #887 holding.
148 funds tracked by Wall St. Rank held INNIO N.V. as of Q2 2026.

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