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Avantax Advisory Services’s Mesa Laboratories MLAB Stock Holding History

Avantax Advisory Services’s Portfolio MLAB Stock Details MLAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,036
Closed -$242K – 2414
2025
Q1 		$242K Buy
2,036
+373
+22% +$50.8K ﹤0.01% 1980
2024
Q4 		$219K Sell
1,663
-489
-23% -$60K ﹤0.01% 1997
2024
Q3 		$280K Buy
+2,152
New +$253K ﹤0.01% 1811

Other funds holding MLAB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GIM
Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM

Avantax Advisory Services's MLAB Position: Q2 2025 in Review

Avantax Advisory Services sold out of Mesa Laboratories (MLAB) in Q2 2025, closing a stake of 2,036 shares — an estimated $242K sold.

Avantax Advisory Services first reported a position in MLAB in Q3 2024 and held it in 3 quarters. The position peaked at $280K in Q3 2024. 154 funds tracked by Wall St. Rank hold MLAB as of Q2 2025.

  • Avantax Advisory Services reported no remaining Mesa Laboratories position as of Q2 2025 after selling out during the quarter.
  • Avantax Advisory Services sold 2,036 Mesa Laboratories shares in Q2 2025, an estimated $242K.
  • Avantax Advisory Services first reported a position in Mesa Laboratories in Q3 2024 and held it in 3 quarters.
  • Avantax Advisory Services's Mesa Laboratories position peaked at $280K in Q3 2024.
  • 154 funds tracked by Wall St. Rank held Mesa Laboratories as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.