Montag & Associates’s Robert Half RHI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,500	Closed	-$136K	–	1011
2025 Q1	$136K	Hold	2,500	–	–	0.01%	453
2024 Q4	$176K	Hold	2,500	–	–	0.01%	438
2024 Q3	$169K	Hold	2,500	–	–	0.01%	444
2024 Q2	$160K	Hold	2,500	–	–	0.01%	436
2024 Q1	$198K	Hold	2,500	–	–	0.01%	413
2023 Q4	$220K	Hold	2,500	–	–	0.01%	389
2023 Q3	$183K	Sell	2,500 -500	-17%	-$37.9K	0.01%	392
2023 Q2	$226K	Hold	3,000	–	–	0.01%	381
2023 Q1	$242K	Hold	3,000	–	–	0.02%	357
2022 Q4	$221K	Hold	3,000	–	–	0.01%	351
2022 Q3	$230K	Hold	3,000	–	–	0.02%	338
2022 Q2	$225K	Hold	3,000	–	–	0.01%	347
2022 Q1	$343K	Sell	3,000 -500	-14%	-$57.7K	0.02%	327
2021 Q4	$390K	Hold	3,500	–	–	0.02%	319
2021 Q3	$351K	Hold	3,500	–	–	0.02%	326
2021 Q2	$311K	Hold	3,500	–	–	0.02%	338
2021 Q1	$273K	Hold	3,500	–	–	0.02%	345
2020 Q4	$219K	Buy	+3,500	New	+$209K	0.01%	348
2020 Q3	–	Sell	-13,450	Closed	-$711K	–	317
2020 Q2	$711K	Buy	+13,450	New	+$638K	0.06%	198
2018 Q4	–	Sell	-17,203	Closed	-$1.21M	–	311
2018 Q3	$1.21M	Sell	17,203 -1,255	-7%	-$91.9K	0.11%	165
2018 Q2	$1.2M	Sell	18,458 -25,330	-58%	-$1.61M	0.12%	154
2018 Q1	$2.54M	Buy	+43,788	New	+$2.5M	0.26%	106
2016 Q2	–	Sell	-9,850	Closed	-$459K	–	245
2016 Q1	$459K	Buy	+9,850	New	+$413K	0.06%	169
2014 Q4	–	Sell	-28,525	Closed	-$1.4M	–	251
2014 Q3	$1.4M	Buy	+28,525	New	+$1.41M	0.23%	115

Other funds holding RHI

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Montag & Associates sold out of Robert Half (RHI) in Q2 2025, closing a stake of 2,500 shares — an estimated $136K sold.

Montag & Associates first reported a position in RHI in Q3 2014 and held it in 24 quarters. The position peaked at $2.54M in Q1 2018. 428 funds tracked by Wall St. Rank hold RHI as of Q2 2025.

Montag & Associates reported no remaining Robert Half position as of Q2 2025 after selling out during the quarter.
Montag & Associates sold 2,500 Robert Half shares in Q2 2025, an estimated $136K.
Montag & Associates first reported a position in Robert Half in Q3 2014 and held it in 24 quarters.
Montag & Associates's Robert Half position peaked at $2.54M in Q1 2018.
428 funds tracked by Wall St. Rank held Robert Half as of Q2 2025.

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