Montis Financial’s Ferrari RACE Stock Holding History

Montis Financial’s Portfolio RACE Stock Details RACE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$480K	Hold	1,288	–	–	0.1%	100
2026 Q1	$436K	Hold	1,288	–	–	0.09%	100
2025 Q4	$476K	Hold	1,288	–	–	0.09%	101
2025 Q3	$625K	Hold	1,288	–	–	0.14%	94
2025 Q2	$632K	Hold	1,288	–	–	0.18%	75
2025 Q1	$551K	Hold	1,288	–	–	0.16%	84
2024 Q4	$547K	Hold	1,288	–	–	0.17%	80
2024 Q3	$606K	Hold	1,288	–	–	0.22%	54
2024 Q2	$526K	Hold	1,288	–	–	0.24%	44
2024 Q1	$561K	Hold	1,288	–	–	0.27%	43
2023 Q4	$436K	Hold	1,288	–	–	0.26%	42
2023 Q3	$381K	Hold	1,288	–	–	0.25%	40
2023 Q2	$419K	Hold	1,288	–	–	0.28%	35
2023 Q1	$349K	Hold	1,288	–	–	0.27%	40
2022 Q4	$276K	Hold	1,288	–	–	0.23%	44
2022 Q3	$238K	Hold	1,288	–	–	0.23%	49
2022 Q2	$236K	Hold	1,288	–	–	0.22%	54
2022 Q1	$281K	Hold	1,288	–	–	0.22%	50
2021 Q4	$333K	Hold	1,288	–	–	0.24%	47
2021 Q3	$267K	Hold	1,288	–	–	0.23%	46
2021 Q2	$265K	Hold	1,288	–	–	0.22%	57
2021 Q1	$268K	Hold	1,288	–	–	0.25%	52
2020 Q4	$267K	Buy	+1,288	New	+$263K	0.27%	53

Other funds holding RACE

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Montis Financial's RACE Position: Q2 2026 in Review

Montis Financial held its Ferrari (RACE) position steady in Q2 2026 at 1,288 shares worth $480K. The position accounts for 0.1% of the portfolio, ranked #100.

Montis Financial first reported a position in RACE in Q4 2020 and has held it in 23 quarters since. The position peaked at $632K in Q2 2025. 712 funds tracked by Wall St. Rank hold RACE as of Q2 2026.

Montis Financial held 1,288 shares of Ferrari worth $480K as of Q2 2026.
Montis Financial left its Ferrari share count unchanged in Q2 2026.
Ferrari made up 0.1% of Montis Financial's portfolio in Q2 2026, its #100 holding.
Montis Financial first reported a position in Ferrari in Q4 2020 and has held it in 23 quarters since.
Montis Financial's Ferrari position peaked at $632K in Q2 2025.
712 funds tracked by Wall St. Rank held Ferrari as of Q2 2026.

Based on Montis Financial's 13F filing for Q2 2026, filed 6 Aug 2026.