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Montag & Associates’s Star Bulk Carriers SBLK Stock Holding History

Montag & Associates’s Portfolio SBLK Stock Details SBLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-655
Closed -$12.2K – 1132
2025
Q3 		$12.2K Hold
655
– – ﹤0.01% 739
2025
Q2 		$11.3K Hold
655
– – ﹤0.01% 738
2025
Q1 		$10.2K Hold
655
– – ﹤0.01% 786
2024
Q4 		$9.79K Hold
655
– – ﹤0.01% 787
2024
Q3 		$15.5K Hold
655
– – ﹤0.01% 759
2024
Q2 		$16K Buy
+655
New +$16.3K ﹤0.01% 729

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OCM
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Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PCM
Philosophy Capital Management Alamo, California $2.12B AUM 39.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Montag & Associates sold out of Star Bulk Carriers (SBLK) in Q4 2025, closing a stake of 655 shares — an estimated $12.2K sold.

Montag & Associates first reported a position in SBLK in Q2 2024 and held it in 6 quarters. The position peaked at $16K in Q2 2024. 174 funds tracked by Wall St. Rank hold SBLK as of Q4 2025.

  • Montag & Associates reported no remaining Star Bulk Carriers position as of Q4 2025 after selling out during the quarter.
  • Montag & Associates sold 655 Star Bulk Carriers shares in Q4 2025, an estimated $12.2K.
  • Montag & Associates first reported a position in Star Bulk Carriers in Q2 2024 and held it in 6 quarters.
  • Montag & Associates's Star Bulk Carriers position peaked at $16K in Q2 2024.
  • 174 funds tracked by Wall St. Rank held Star Bulk Carriers as of Q4 2025.

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