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Montag & Associates’s MYR Group MYRG Stock Holding History

Montag & Associates’s Portfolio MYRG Stock Details MYRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4
Closed -$833 – 1091
2025
Q3 		$833 Buy
+4
New +$746 ﹤0.01% 1036

Other funds holding MYRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Montag & Associates sold out of MYR Group (MYRG) in Q4 2025, closing a stake of 4 shares — an estimated $833 sold.

Montag & Associates first reported a position in MYRG in Q3 2025 and held it in 1 quarter. The position peaked at $833 in Q3 2025. 352 funds tracked by Wall St. Rank hold MYRG as of Q4 2025.

  • Montag & Associates reported no remaining MYR Group position as of Q4 2025 after selling out during the quarter.
  • Montag & Associates sold 4 MYR Group shares in Q4 2025, an estimated $833.
  • Montag & Associates first reported a position in MYR Group in Q3 2025 and held it in 1 quarter.
  • Montag & Associates's MYR Group position peaked at $833 in Q3 2025.
  • 352 funds tracked by Wall St. Rank held MYR Group as of Q4 2025.

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