Montag & Associates’s Zai Lab ZLAB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-35	Closed	-$1.19K	–	1175
2025 Q3	$1.19K	Buy	+35	New	+$1.21K	﹤0.01%	990

Other funds holding ZLAB

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

FLSM

Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

ACM

ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return

RSCM

Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Montag & Associates sold out of Zai Lab (ZLAB) in Q4 2025, closing a stake of 35 shares — an estimated $1.19K sold.

Montag & Associates first reported a position in ZLAB in Q3 2025 and held it in 1 quarter. The position peaked at $1.19K in Q3 2025. 126 funds tracked by Wall St. Rank hold ZLAB as of Q4 2025.

Montag & Associates reported no remaining Zai Lab position as of Q4 2025 after selling out during the quarter.
Montag & Associates sold 35 Zai Lab shares in Q4 2025, an estimated $1.19K.
Montag & Associates first reported a position in Zai Lab in Q3 2025 and held it in 1 quarter.
Montag & Associates's Zai Lab position peaked at $1.19K in Q3 2025.
126 funds tracked by Wall St. Rank held Zai Lab as of Q4 2025.

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