Montag & Associates’s SPX Corp SPXC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-5	Closed	-$934	–	1147
2025 Q3	$934	Buy	+5	New	+$924	﹤0.01%	1026

Other funds holding SPXC

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

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

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

Montag & Associates sold out of SPX Corp (SPXC) in Q4 2025, closing a stake of 5 shares — an estimated $934 sold.

Montag & Associates first reported a position in SPXC in Q3 2025 and held it in 1 quarter. The position peaked at $934 in Q3 2025. 470 funds tracked by Wall St. Rank hold SPXC as of Q4 2025.

Montag & Associates reported no remaining SPX Corp position as of Q4 2025 after selling out during the quarter.
Montag & Associates sold 5 SPX Corp shares in Q4 2025, an estimated $934.
Montag & Associates first reported a position in SPX Corp in Q3 2025 and held it in 1 quarter.
Montag & Associates's SPX Corp position peaked at $934 in Q3 2025.
470 funds tracked by Wall St. Rank held SPX Corp as of Q4 2025.

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