Montag & Associates’s ArcelorMittal MT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-17	Closed	-$615	–	1087
2025 Q3	$615	Buy	+17	New	+$573	﹤0.01%	1064

Other funds holding MT

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MRCP

Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Montag & Associates sold out of ArcelorMittal (MT) in Q4 2025, closing a stake of 17 shares — an estimated $615 sold.

Montag & Associates first reported a position in MT in Q3 2025 and held it in 1 quarter. The position peaked at $615 in Q3 2025. 282 funds tracked by Wall St. Rank hold MT as of Q4 2025.

Montag & Associates reported no remaining ArcelorMittal position as of Q4 2025 after selling out during the quarter.
Montag & Associates sold 17 ArcelorMittal shares in Q4 2025, an estimated $615.
Montag & Associates first reported a position in ArcelorMittal in Q3 2025 and held it in 1 quarter.
Montag & Associates's ArcelorMittal position peaked at $615 in Q3 2025.
282 funds tracked by Wall St. Rank held ArcelorMittal as of Q4 2025.

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