Montag & Associates’s VanEck Oil Services ETF OIH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$59.9K	Buy	+161	New	+$67.5K	﹤0.01%	570
2023 Q3	–	Sell	-25	Closed	-$7.19K	–	926
2023 Q2	$7.19K	Hold	25	–	–	﹤0.01%	791
2023 Q1	$6.93K	Sell	25 -1,800	-99%	-$551K	﹤0.01%	789
2022 Q4	$555K	Hold	1,825	–	–	0.04%	251
2022 Q3	$385K	Hold	1,825	–	–	0.03%	287
2022 Q2	$424K	Buy	1,825 +1,500	+462%	+$411K	0.03%	280
2022 Q1	$92K	Buy	325 +300	+1,200%	+$73.6K	﹤0.01%	479
2021 Q4	$5K	Hold	25	–	–	﹤0.01%	769
2021 Q3	$5K	Hold	25	–	–	﹤0.01%	766
2021 Q2	$5K	Hold	25	–	–	﹤0.01%	763
2021 Q1	$5K	Hold	25	–	–	﹤0.01%	767
2020 Q4	$4K	Buy	+25	New	+$3.17K	﹤0.01%	753

Other funds holding OIH

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Montag & Associates's OIH Position: Q2 2026 in Review

Montag & Associates opened a new position in VanEck Oil Services ETF (OIH) in Q2 2026: 161 shares worth $59.9K. The stake represents ﹤0.01% of the portfolio and ranks #570 among its holdings. This is a return to the name: Montag & Associates previously reported a position in OIH as recently as Q2 2023.

Montag & Associates first reported a position in OIH in Q4 2020 and has held it in 12 quarters since. The position peaked at $555K in Q4 2022. 266 funds tracked by Wall St. Rank hold OIH as of Q2 2026.

Montag & Associates held 161 shares of VanEck Oil Services ETF worth $59.9K as of Q2 2026.
VanEck Oil Services ETF was a new Montag & Associates position in Q2 2026.
VanEck Oil Services ETF made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #570 holding.
Montag & Associates first reported a position in VanEck Oil Services ETF in Q4 2020 and has held it in 12 quarters since.
Montag & Associates's VanEck Oil Services ETF position peaked at $555K in Q4 2022.
266 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.