Montag & Associates
INIO icon

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
Q3 		$722 Hold
40
– – ﹤0.01% 1037
2026
Q2 		$1.57K Buy
+40
New +$1.42K ﹤0.01% 887

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Chicago Partners Investment Group
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Sterling Capital Management
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Princeton Global Asset Management
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Montag & Associates's INIO Position: Q3 2026 in Review

Montag & Associates held its INNIO N.V. (INIO) position steady in Q3 2026 at 40 shares worth $722. The position accounts for ﹤0.01% of the portfolio, ranked #1037.

Montag & Associates first reported a position in INIO in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.57K in Q2 2026. 17 funds tracked by Wall St. Rank hold INIO as of Q3 2026.

  • Montag & Associates held 40 shares of INNIO N.V. worth $722 as of Q3 2026.
  • Montag & Associates left its INNIO N.V. share count unchanged in Q3 2026.
  • INNIO N.V. made up ﹤0.01% of Montag & Associates's portfolio in Q3 2026, its #1037 holding.
  • Montag & Associates first reported a position in INNIO N.V. in Q2 2026 and has held it in 2 quarters since.
  • Montag & Associates's INNIO N.V. position peaked at $1.57K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held INNIO N.V. as of Q3 2026.

Based on Montag & Associates's 13F filing for Q3 2026, filed 29 Oct 2026.