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 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 $97.9B AUM 20.73% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

BOI

Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Montis Financial's RACE Position: Q1 2026 in Review

Montis Financial held its Ferrari (RACE) position steady in Q1 2026 at 1,288 shares worth $436K. The position accounts for 0.09% of the portfolio, ranked #100.

Montis Financial first reported a position in RACE in Q4 2020 and has held it in 22 quarters since. The position peaked at $632K in Q2 2025. 714 funds tracked by Wall St. Rank hold RACE as of Q1 2026.

Montis Financial held 1,288 shares of Ferrari worth $436K as of Q1 2026.
Montis Financial left its Ferrari share count unchanged in Q1 2026.
Ferrari made up 0.09% of Montis Financial's portfolio in Q1 2026, its #100 holding.
Montis Financial first reported a position in Ferrari in Q4 2020 and has held it in 22 quarters since.
Montis Financial's Ferrari position peaked at $632K in Q2 2025.
714 funds tracked by Wall St. Rank held Ferrari as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.