Montag & Associates’s Nokia NOK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-151	Closed	-$727	–	1095
2025 Q3	$727	Buy	+151	New	+$683	﹤0.01%	1050
2025 Q2	–	Sell	-338	Closed	-$1.78K	–	995
2025 Q1	$1.78K	Hold	338	–	–	﹤0.01%	902
2024 Q4	$1.5K	Hold	338	–	–	﹤0.01%	914
2024 Q3	$1.48K	Hold	338	–	–	﹤0.01%	940
2024 Q2	$1.28K	Hold	338	–	–	﹤0.01%	909
2024 Q1	$1.2K	Hold	338	–	–	﹤0.01%	909
2023 Q4	$1.16K	Hold	338	–	–	﹤0.01%	878
2023 Q3	$1.26K	Hold	338	–	–	﹤0.01%	861
2023 Q2	$1.41K	Hold	338	–	–	﹤0.01%	873
2023 Q1	$1.66K	Hold	338	–	–	﹤0.01%	870
2022 Q4	$1.57K	Hold	338	–	–	﹤0.01%	880
2022 Q3	$1K	Hold	338	–	–	﹤0.01%	840
2022 Q2	$2K	Sell	338 -1,681	-83%	-$8.4K	﹤0.01%	770
2022 Q1	$11K	Buy	2,019 +338	+20%	+$1.87K	﹤0.01%	713
2021 Q4	$10K	Hold	1,681	–	–	﹤0.01%	727
2021 Q3	$9K	Hold	1,681	–	–	﹤0.01%	736
2021 Q2	$9K	Hold	1,681	–	–	﹤0.01%	736
2021 Q1	$7K	Hold	1,681	–	–	﹤0.01%	754
2020 Q4	$7K	Buy	+1,681	New	+$6.62K	﹤0.01%	731

Other funds holding NOK

Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Montag & Associates sold out of Nokia (NOK) in Q4 2025, closing a stake of 151 shares — an estimated $727 sold.

Montag & Associates first reported a position in NOK in Q4 2020 and held it in 19 quarters. The position peaked at $11K in Q1 2022. 544 funds tracked by Wall St. Rank hold NOK as of Q4 2025.

Montag & Associates reported no remaining Nokia position as of Q4 2025 after selling out during the quarter.
Montag & Associates sold 151 Nokia shares in Q4 2025, an estimated $727.
Montag & Associates first reported a position in Nokia in Q4 2020 and held it in 19 quarters.
Montag & Associates's Nokia position peaked at $11K in Q1 2022.
544 funds tracked by Wall St. Rank held Nokia as of Q4 2025.

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