Montag & Associates’s Ferrari RACE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-4	Closed	-$1.94K	–	1121
2025 Q3	$1.94K	Buy	+4	New	+$1.92K	﹤0.01%	925

Other funds holding RACE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

Montag & Associates sold out of Ferrari (RACE) in Q4 2025, closing a stake of 4 shares — an estimated $1.94K sold.

Montag & Associates first reported a position in RACE in Q3 2025 and held it in 1 quarter. The position peaked at $1.94K in Q3 2025. 771 funds tracked by Wall St. Rank hold RACE as of Q4 2025.

Montag & Associates reported no remaining Ferrari position as of Q4 2025 after selling out during the quarter.
Montag & Associates sold 4 Ferrari shares in Q4 2025, an estimated $1.94K.
Montag & Associates first reported a position in Ferrari in Q3 2025 and held it in 1 quarter.
Montag & Associates's Ferrari position peaked at $1.94K in Q3 2025.
771 funds tracked by Wall St. Rank held Ferrari as of Q4 2025.

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