Montag & Caldwell’s JB Hunt Transport Services JBHT Stock Holding History

Montag & Caldwell’s Portfolio JBHT Stock Details JBHT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$8.1M	Buy	56,407 +15,992	+40%	+$2.21M	1.77%	28
2025 Q1	$5.98M	Buy	40,415 +4,405	+12%	+$725K	1.39%	30
2024 Q4	$6.15M	Buy	+36,010	New	+$6.44M	1.31%	29
2022 Q4	–	Sell	-2,054	Closed	-$321K	–	87
2022 Q3	$321K	Hold	2,054	–	–	0.05%	78
2022 Q2	$323K	Sell	2,054 -2,083	-50%	-$353K	0.05%	79
2022 Q1	$831K	Sell	4,137 -1,449	-26%	-$289K	0.09%	43
2021 Q4	$1.14M	Buy	5,586 +299	+6%	+$57.5K	0.11%	40
2021 Q3	$884K	Buy	5,287 +177	+3%	+$30.2K	0.08%	46
2021 Q2	$833K	Buy	5,110 +180	+4%	+$30.4K	0.08%	44
2021 Q1	$829K	Hold	4,930	–	–	0.08%	41
2020 Q4	$674K	Hold	4,930	–	–	0.04%	52
2020 Q3	$623K	Hold	4,930	–	–	0.04%	44
2020 Q2	$593K	Hold	4,930	–	–	0.04%	46
2020 Q1	$455K	Buy	4,930 +26	+0.5%	+$2.7K	0.03%	45
2019 Q4	$573K	Hold	4,904	–	–	0.03%	43
2019 Q3	$543K	Buy	4,904 +312	+7%	+$32.1K	0.03%	39
2019 Q2	$420K	Buy	4,592 +862	+23%	+$81.3K	0.02%	58
2019 Q1	$378K	Buy	3,730 +150	+4%	+$15.6K	0.02%	59
2018 Q4	$333K	Buy	3,580 +531	+17%	+$56.3K	0.02%	55
2018 Q3	$363K	Sell	3,049 -2,486	-45%	-$303K	0.01%	50
2018 Q2	$673K	Sell	5,535 -20	-0.4%	-$2.45K	0.03%	44
2018 Q1	$651K	Buy	5,555 +428	+8%	+$51.2K	0.02%	40
2017 Q4	$590K	Buy	5,127 +185	+4%	+$19.9K	0.02%	45
2017 Q3	$549K	Sell	4,942 -90	-2%	-$8.71K	0.02%	44
2017 Q2	$460K	Sell	5,032 -7,440	-60%	-$658K	0.01%	50
2017 Q1	$1.14M	Sell	12,472 -20	-0.2%	-$1.94K	0.03%	39
2016 Q4	$1.21M	Buy	12,492 +392	+3%	+$34.9K	0.03%	35
2016 Q3	$982K	Buy	12,100 +1,645	+16%	+$134K	0.02%	43
2016 Q2	$847K	Buy	10,455 +40	+0.4%	+$3.3K	0.02%	57
2016 Q1	$878K	Sell	10,415 -41	-0.4%	-$3.11K	0.02%	55
2015 Q4	$767K	Buy	10,456 +203	+2%	+$15.3K	0.01%	56
2015 Q3	$732K	Buy	10,253 +240	+2%	+$19K	0.01%	59
2015 Q2	$822K	Sell	10,013 -654	-6%	-$56.8K	0.01%	60
2015 Q1	$911K	Buy	10,667 +2,500	+31%	+$209K	0.01%	66
2014 Q4	$688K	Sell	8,167 -670	-8%	-$53.3K	0.01%	73
2014 Q3	$655K	Sell	8,837 -4,309	-33%	-$327K	0.01%	73
2014 Q2	$970K	Sell	13,146 -101	-0.8%	-$7.66K	0.01%	74
2014 Q1	$953K	Buy	13,247 +3,840	+41%	+$283K	0.01%	71
2013 Q4	$727K	Sell	9,407 -866	-8%	-$64.6K	0.01%	84
2013 Q3	$749K	Buy	10,273 +1,130	+12%	+$84.1K	0.01%	85
2013 Q2	$660K	Buy	+9,143	New	+$661K	0.01%	81

Other funds holding JBHT

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Montag & Caldwell's JBHT Position: Q2 2025 in Review

Montag & Caldwell increased its JB Hunt Transport Services (JBHT) stake by 40% in Q2 2025, buying an estimated $2.21M and bringing the position to 56,407 shares worth $8.1M. The position accounts for 1.77% of the portfolio, ranked #28.

Montag & Caldwell first reported a position in JBHT in Q2 2013 and has held it in 41 quarters since. 615 funds tracked by Wall St. Rank hold JBHT as of Q2 2025.

Montag & Caldwell held 56,407 shares of JB Hunt Transport Services worth $8.1M as of Q2 2025.
Montag & Caldwell bought 15,992 JB Hunt Transport Services shares in Q2 2025, an estimated $2.21M.
JB Hunt Transport Services made up 1.77% of Montag & Caldwell's portfolio in Q2 2025, its #28 holding.
Montag & Caldwell first reported a position in JB Hunt Transport Services in Q2 2013 and has held it in 41 quarters since.
615 funds tracked by Wall St. Rank held JB Hunt Transport Services as of Q2 2025.

Based on Montag & Caldwell's 13F filing for Q2 2025, filed 15 Aug 2025.