Montag & Associates’s Riot Platforms RIOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-77	Closed	-$1.47K	–	1125
2025 Q3	$1.47K	Buy	+77	New	+$1.07K	﹤0.01%	962

Other funds holding RIOT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

VARA

Value Aligned Research Advisors Princeton, New Jersey $20.7B AUM 292.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Montag & Associates sold out of Riot Platforms (RIOT) in Q4 2025, closing a stake of 77 shares — an estimated $1.47K sold.

Montag & Associates first reported a position in RIOT in Q3 2025 and held it in 1 quarter. The position peaked at $1.47K in Q3 2025. 390 funds tracked by Wall St. Rank hold RIOT as of Q4 2025.

Montag & Associates reported no remaining Riot Platforms position as of Q4 2025 after selling out during the quarter.
Montag & Associates sold 77 Riot Platforms shares in Q4 2025, an estimated $1.47K.
Montag & Associates first reported a position in Riot Platforms in Q3 2025 and held it in 1 quarter.
Montag & Associates's Riot Platforms position peaked at $1.47K in Q3 2025.
390 funds tracked by Wall St. Rank held Riot Platforms as of Q4 2025.

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