Wealthspire Advisors (New York)
AIRJ icon

Wealthspire Advisors (New York)’s Montana Technologies Corp AIRJ Stock Holding History

Wealthspire Advisors (New York)’s Portfolio AIRJ Stock Details AIRJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$277K Hold
50,000
– – ﹤0.01% 1016
2026
Q1 		$126K Hold
50,000
– – ﹤0.01% 888
2025
Q4 		$197K Hold
50,000
– – ﹤0.01% 979
2025
Q3 		$235K Hold
50,000
– – ﹤0.01% 743
2025
Q2 		$232K Buy
+50,000
New +$230K ﹤0.01% 743

Other funds holding AIRJ

PS
Pennant Select Summit, New Jersey $225M AUM 138.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Davidson Kempner Capital Management
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
Vident Advisory
Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return

Wealthspire Advisors (New York)'s AIRJ Position: Q2 2026 in Review

Wealthspire Advisors (New York) held its Montana Technologies Corp (AIRJ) position steady in Q2 2026 at 50,000 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #1016.

Wealthspire Advisors (New York) first reported a position in AIRJ in Q2 2025 and has held it in 5 quarters since. 118 funds tracked by Wall St. Rank hold AIRJ as of Q2 2026.

  • Wealthspire Advisors (New York) held 50,000 shares of Montana Technologies Corp worth $277K as of Q2 2026.
  • Wealthspire Advisors (New York) left its Montana Technologies Corp share count unchanged in Q2 2026.
  • Montana Technologies Corp made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1016 holding.
  • Wealthspire Advisors (New York) first reported a position in Montana Technologies Corp in Q2 2025 and has held it in 5 quarters since.
  • 118 funds tracked by Wall St. Rank held Montana Technologies Corp as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.