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Montag & Associates’s Post Holdings POST Stock Holding History

Montag & Associates’s Portfolio POST Stock Details POST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-124
Closed -$14.4K – 1005
2025
Q1 		$14.4K Hold
124
– – ﹤0.01% 749
2024
Q4 		$14.2K Hold
124
– – ﹤0.01% 745
2024
Q3 		$14.4K Hold
124
– – ﹤0.01% 765
2024
Q2 		$12.9K Hold
124
– – ﹤0.01% 749
2024
Q1 		$13.2K Buy
124
+38
+44% +$3.81K ﹤0.01% 740
2023
Q4 		$7.57K Hold
86
– – ﹤0.01% 792
2023
Q3 		$7.37K Hold
86
– – ﹤0.01% 775
2023
Q2 		$7.45K Hold
86
– – ﹤0.01% 786
2023
Q1 		$7.73K Buy
+86
New +$7.82K ﹤0.01% 775
2021
Q3 		– Sell
-153
Closed -$11K – 889
2021
Q2 		$11K Hold
153
– – ﹤0.01% 722
2021
Q1 		$11K Hold
153
– – ﹤0.01% 722
2020
Q4 		$10K Buy
+153
New +$9.45K ﹤0.01% 706

Other funds holding POST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Montag & Associates's POST Position: Q2 2025 in Review

Montag & Associates sold out of Post Holdings (POST) in Q2 2025, closing a stake of 124 shares — an estimated $14.4K sold.

Montag & Associates first reported a position in POST in Q4 2020 and held it in 12 quarters. The position peaked at $14.4K in Q1 2025. 434 funds tracked by Wall St. Rank hold POST as of Q2 2025.

  • Montag & Associates reported no remaining Post Holdings position as of Q2 2025 after selling out during the quarter.
  • Montag & Associates sold 124 Post Holdings shares in Q2 2025, an estimated $14.4K.
  • Montag & Associates first reported a position in Post Holdings in Q4 2020 and held it in 12 quarters.
  • Montag & Associates's Post Holdings position peaked at $14.4K in Q1 2025.
  • 434 funds tracked by Wall St. Rank held Post Holdings as of Q2 2025.

Based on Montag & Associates's 13F filing for Q2 2025, filed 7 Aug 2025.