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Montag & Associates’s Schneider National SNDR Stock Holding History

Montag & Associates’s Portfolio SNDR Stock Details SNDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-74
Closed -$1.57K – 1144
2025
Q3 		$1.57K Buy
+74
New +$1.81K ﹤0.01% 952

Other funds holding SNDR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $675M AUM 24.91% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

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

Montag & Associates sold out of Schneider National (SNDR) in Q4 2025, closing a stake of 74 shares — an estimated $1.57K sold.

Montag & Associates first reported a position in SNDR in Q3 2025 and held it in 1 quarter. The position peaked at $1.57K in Q3 2025. 290 funds tracked by Wall St. Rank hold SNDR as of Q4 2025.

  • Montag & Associates reported no remaining Schneider National position as of Q4 2025 after selling out during the quarter.
  • Montag & Associates sold 74 Schneider National shares in Q4 2025, an estimated $1.57K.
  • Montag & Associates first reported a position in Schneider National in Q3 2025 and held it in 1 quarter.
  • Montag & Associates's Schneider National position peaked at $1.57K in Q3 2025.
  • 290 funds tracked by Wall St. Rank held Schneider National as of Q4 2025.

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