Montag & Associates’s Wave Life Sciences WVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-59	Closed	-$432	–	1174
2025 Q3	$432	Buy	+59	New	+$477	﹤0.01%	1092

Other funds holding WVE

GSK plc London $602M AUM

RCM

RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return

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

DGM

Darwin Global Management St. Helier, Jersey $3.76B AUM 342.13% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

MCM

M28 Capital Management Stamford, Connecticut $47.2M AUM 32.31% 1-Year Est. Return

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

Montag & Associates sold out of Wave Life Sciences (WVE) in Q4 2025, closing a stake of 59 shares — an estimated $432 sold.

Montag & Associates first reported a position in WVE in Q3 2025 and held it in 1 quarter. The position peaked at $432 in Q3 2025. 218 funds tracked by Wall St. Rank hold WVE as of Q4 2025.

Montag & Associates reported no remaining Wave Life Sciences position as of Q4 2025 after selling out during the quarter.
Montag & Associates sold 59 Wave Life Sciences shares in Q4 2025, an estimated $432.
Montag & Associates first reported a position in Wave Life Sciences in Q3 2025 and held it in 1 quarter.
Montag & Associates's Wave Life Sciences position peaked at $432 in Q3 2025.
218 funds tracked by Wall St. Rank held Wave Life Sciences as of Q4 2025.

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