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Montag & Associates’s Murphy USA MUSA Stock Holding History

Montag & Associates’s Portfolio MUSA Stock Details MUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$408K Buy
826
+249
+43% +$107K 0.02% 328
2025
Q4 		$233K Buy
+577
New +$221K 0.01% 388

Other funds holding MUSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Montag & Associates's MUSA Position: Q1 2026 in Review

Montag & Associates increased its Murphy USA (MUSA) stake by 43% in Q1 2026, buying an estimated $107K and bringing the position to 826 shares worth $408K. The position accounts for 0.02% of the portfolio, ranked #328.

Montag & Associates first reported a position in MUSA in Q4 2025 and has held it in 2 quarters since. 540 funds tracked by Wall St. Rank hold MUSA as of Q1 2026.

  • Montag & Associates held 826 shares of Murphy USA worth $408K as of Q1 2026.
  • Montag & Associates bought 249 Murphy USA shares in Q1 2026, an estimated $107K.
  • Murphy USA made up 0.02% of Montag & Associates's portfolio in Q1 2026, its #328 holding.
  • Montag & Associates first reported a position in Murphy USA in Q4 2025 and has held it in 2 quarters since.
  • 540 funds tracked by Wall St. Rank held Murphy USA as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.