Montag & Associates’s Zhihu ZH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-650	Closed	-$2.78K	–	1033
2025 Q1	$2.78K	Hold	650	–	–	﹤0.01%	875
2024 Q4	$2.3K	Hold	650	–	–	﹤0.01%	880
2024 Q3	$2.5K	Hold	650	–	–	﹤0.01%	904
2024 Q2	$1.77K	Hold	650	–	–	﹤0.01%	877
2024 Q1	$2.67K	Hold	650	–	–	﹤0.01%	854
2023 Q4	$3.65K	Hold	650	–	–	﹤0.01%	841
2023 Q3	$4.06K	Hold	650	–	–	﹤0.01%	817
2023 Q2	$4.41K	Hold	650	–	–	﹤0.01%	832
2023 Q1	$4.95K	Hold	650	–	–	﹤0.01%	819
2022 Q4	$5.07K	Hold	650	–	–	﹤0.01%	816
2022 Q3	$4K	Hold	650	–	–	﹤0.01%	796
2022 Q2	$7K	Hold	650	–	–	﹤0.01%	731
2022 Q1	$9K	Hold	650	–	–	﹤0.01%	736
2021 Q4	$22K	Hold	650	–	–	﹤0.01%	665
2021 Q3	$36K	Hold	650	–	–	﹤0.01%	605
2021 Q2	$53K	Buy	+650	New	+$37.2K	﹤0.01%	546

Other funds holding ZH

MICM

Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

MAMHA

MY.Alpha Management HK Advisors Hong Kong $246M AUM 73.75% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Montag & Associates's ZH Position: Q2 2025 in Review

Montag & Associates sold out of Zhihu (ZH) in Q2 2025, closing a stake of 650 shares — an estimated $2.78K sold.

Montag & Associates first reported a position in ZH in Q2 2021 and held it in 16 quarters. The position peaked at $53K in Q2 2021. 62 funds tracked by Wall St. Rank hold ZH as of Q2 2025.

Montag & Associates reported no remaining Zhihu position as of Q2 2025 after selling out during the quarter.
Montag & Associates sold 650 Zhihu shares in Q2 2025, an estimated $2.78K.
Montag & Associates first reported a position in Zhihu in Q2 2021 and held it in 16 quarters.
Montag & Associates's Zhihu position peaked at $53K in Q2 2021.
62 funds tracked by Wall St. Rank held Zhihu as of Q2 2025.

Based on Montag & Associates's 13F filing for Q2 2025, filed 7 Aug 2025.