Montag & Associates’s VSE Corp VSEC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-7	Closed	-$1.16K	–	1164
2025 Q3	$1.16K	Buy	+7	New	+$1.07K	﹤0.01%	993

Other funds holding VSEC

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Montag & Associates sold out of VSE Corp (VSEC) in Q4 2025, closing a stake of 7 shares — an estimated $1.16K sold.

Montag & Associates first reported a position in VSEC in Q3 2025 and held it in 1 quarter. The position peaked at $1.16K in Q3 2025. 269 funds tracked by Wall St. Rank hold VSEC as of Q4 2025.

Montag & Associates reported no remaining VSE Corp position as of Q4 2025 after selling out during the quarter.
Montag & Associates sold 7 VSE Corp shares in Q4 2025, an estimated $1.16K.
Montag & Associates first reported a position in VSE Corp in Q3 2025 and held it in 1 quarter.
Montag & Associates's VSE Corp position peaked at $1.16K in Q3 2025.
269 funds tracked by Wall St. Rank held VSE Corp as of Q4 2025.

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