Montag & Associates’s RELX RELX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-105	Closed	-$5.01K	–	1122
2025 Q3	$5.01K	Buy	+105	New	+$5.19K	﹤0.01%	822

Other funds holding RELX

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

Montag & Associates sold out of RELX (RELX) in Q4 2025, closing a stake of 105 shares — an estimated $5.01K sold.

Montag & Associates first reported a position in RELX in Q3 2025 and held it in 1 quarter. The position peaked at $5.01K in Q3 2025. 490 funds tracked by Wall St. Rank hold RELX as of Q4 2025.

Montag & Associates reported no remaining RELX position as of Q4 2025 after selling out during the quarter.
Montag & Associates sold 105 RELX shares in Q4 2025, an estimated $5.01K.
Montag & Associates first reported a position in RELX in Q3 2025 and held it in 1 quarter.
Montag & Associates's RELX position peaked at $5.01K in Q3 2025.
490 funds tracked by Wall St. Rank held RELX as of Q4 2025.

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