Montag & Associates’s Nutrien NTR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$28K	Sell	368 -55	-13%	-$3.92K	﹤0.01%	650
2025 Q4	$26.3K	Buy	423 +320	+311%	+$18.8K	﹤0.01%	669
2025 Q3	$6.09K	Hold	103	–	–	﹤0.01%	804
2025 Q2	$6.05K	Buy	103 +47	+84%	+$2.66K	﹤0.01%	787
2025 Q1	$2.8K	Buy	+56	New	+$2.87K	﹤0.01%	874
2023 Q1	–	Sell	-19	Closed	-$1.4K	–	950
2022 Q4	$1.4K	Hold	19	–	–	﹤0.01%	885
2022 Q3	$2K	Hold	19	–	–	﹤0.01%	815
2022 Q2	$2K	Hold	19	–	–	﹤0.01%	771
2022 Q1	$2K	Buy	+19	New	+$1.57K	﹤0.01%	785
2021 Q1	–	Sell	-60	Closed	-$3K	–	883
2020 Q4	$3K	Buy	+60	New	+$2.65K	﹤0.01%	758

Other funds holding NTR

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

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

Montag & Associates reduced its Nutrien (NTR) stake by 13% in Q1 2026, selling an estimated $3.92K and leaving 368 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

Montag & Associates first reported a position in NTR in Q4 2020 and has held it in 10 quarters since. 747 funds tracked by Wall St. Rank hold NTR as of Q1 2026.

Montag & Associates held 368 shares of Nutrien worth $28K as of Q1 2026.
Montag & Associates sold 55 Nutrien shares in Q1 2026, an estimated $3.92K.
Nutrien made up ﹤0.01% of Montag & Associates's portfolio in Q1 2026, its #650 holding.
Montag & Associates first reported a position in Nutrien in Q4 2020 and has held it in 10 quarters since.
747 funds tracked by Wall St. Rank held Nutrien as of Q1 2026.

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