Montag & Associates’s MaxLinear MXL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-25	Closed	-$402	–	1090
2025 Q3	$402	Buy	+25	New	+$393	﹤0.01%	1094

Other funds holding MXL

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Montag & Associates sold out of MaxLinear (MXL) in Q4 2025, closing a stake of 25 shares — an estimated $402 sold.

Montag & Associates first reported a position in MXL in Q3 2025 and held it in 1 quarter. The position peaked at $402 in Q3 2025. 240 funds tracked by Wall St. Rank hold MXL as of Q4 2025.

Montag & Associates reported no remaining MaxLinear position as of Q4 2025 after selling out during the quarter.
Montag & Associates sold 25 MaxLinear shares in Q4 2025, an estimated $402.
Montag & Associates first reported a position in MaxLinear in Q3 2025 and held it in 1 quarter.
Montag & Associates's MaxLinear position peaked at $402 in Q3 2025.
240 funds tracked by Wall St. Rank held MaxLinear as of Q4 2025.

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