HighTower Advisors, LLC AIRJ — MONTANA TECHNOLOGIES CORP

Ownership history in HighTower Advisors, LLC  ·  7 quarters on record

AI Ownership Summary

HighTower Advisors, LLC reported MONTANA TECHNOLOGIES CORP (AIRJ) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. The latest visible filing shows AIRJ at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AIRJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HighTower Advisors, LLC's position in MONTANA TECHNOLOGIES CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AIRJ was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AIRJ stock page HighTower Advisors, LLC fund profile HighTower Advisors, LLC full holdings
How HighTower Advisors, LLC held AIRJ — position size vs. price
% of Fund (quarterly)    AIRJ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 107,157 -15,069 -12.3% 0.00% $269K 2026-05-05 $3.08
2025 Q4 ADDED — — — 122,226 +30,000 +32.5% 0.00% $482K 2026-02-06 $3.23
2025 Q3 REDUCED 21.3% -7.2% ✅ 92,226 -25,000 -21.3% 0.00% $433K 2025-11-07 $4.80
2025 Q2 ADDED — — — 117,226 +87,814 +298.6% 0.00% $543K 2025-08-11 $4.72
2025 Q1 UNCHANGED — — — 29,412 — 0% 0.00% $136K 2025-05-13 $4.55
2024 Q4 REDUCED 50.0% -42.2% ✅ 29,412 -29,412 -50.0% 0.00% $234K 2025-02-07 $8.47
2024 Q3 INITIATED — — — 58,824 — — 0.00% $342K 2024-11-14 $6.99

🏢 Other funds also holding AIRJ

As of 2026 Q1 — sorted by position size

Directional Asset Management 0.1% Meramec Financial Planners, LLC 0.04% Savant Capital, LLC 3Y 7Y 0.02% Abel Hall, LLC 0.01% ISTHMUS PARTNERS, LLC 3Y 7Y 0.0% Wealthspire Advisors, LLC 3Y 7Y 0.0% OPPENHEIMER & CO INC 3Y 7Y 0.0% Private Advisor Group, LLC 3Y 7Y 0.0% Ares Financial Consulting, LLC 0.0% Police & Firemen's Retirement System of New Jersey 0.0%

FAQ About HighTower Advisors, LLC and AIRJ

These are the practical questions this page is built to answer before you even open the full history table.

How long has HighTower Advisors, LLC reported owning AIRJ?

HighTower Advisors, LLC reported AIRJ across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported AIRJ position in HighTower Advisors, LLC's portfolio?

The largest reported portfolio weight for AIRJ was 0.00% in 2025 Q2.

What is the latest reported AIRJ position on this page?

The most recent filing on this page is 2026 Q1, when HighTower Advisors, LLC reported 107,157 shares, equal to 0.00% of portfolio, with an estimated market value of $269K.

What does the chart on this AIRJ ownership page compare?

The chart compares HighTower Advisors, LLC's quarterly AIRJ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did HighTower Advisors, LLC time their AIRJ position?

Based on 13F filing dates vs. subsequent AIRJ price moves, HighTower Advisors, LLC correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on AIRJ relative to SPY over the holding period was -50.4%.

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