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Montag & Associates’s Preformed Line Products PLPC Stock Holding History

Montag & Associates’s Portfolio PLPC Stock Details PLPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-150
Closed -$31K – 977
2025
Q4 		$31K Hold
150
– – ﹤0.01% 648
2025
Q3 		$29.4K Buy
+150
New +$26.3K ﹤0.01% 659

Other funds holding PLPC

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Montag & Associates sold out of Preformed Line Products (PLPC) in Q1 2026, closing a stake of 150 shares — an estimated $31K sold.

Montag & Associates first reported a position in PLPC in Q3 2025 and held it in 2 quarters. The position peaked at $31K in Q4 2025. 185 funds tracked by Wall St. Rank hold PLPC as of Q1 2026.

  • Montag & Associates reported no remaining Preformed Line Products position as of Q1 2026 after selling out during the quarter.
  • Montag & Associates sold 150 Preformed Line Products shares in Q1 2026, an estimated $31K.
  • Montag & Associates first reported a position in Preformed Line Products in Q3 2025 and held it in 2 quarters.
  • Montag & Associates's Preformed Line Products position peaked at $31K in Q4 2025.
  • 185 funds tracked by Wall St. Rank held Preformed Line Products as of Q1 2026.

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