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Mount Yale Investment Advisors’s Aecom ACM Stock Holding History

Mount Yale Investment Advisors’s Portfolio ACM Stock Details ACM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$994K Sell
14,236
-228
-2% -$17.4K 0.02% 585
2026
Q1 		$1.23M Buy
14,464
+6,129
+74% +$581K 0.03% 476
2025
Q4 		$795K Buy
+8,335
New +$980K 0.04% 362

Other funds holding ACM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mount Yale Investment Advisors's ACM Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Aecom (ACM) stake by 1.6% in Q2 2026, selling an estimated $17.4K and leaving 14,236 shares worth $994K. The position accounts for 0.02% of the portfolio, ranked #585.

Mount Yale Investment Advisors first reported a position in ACM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.23M in Q1 2026. 574 funds tracked by Wall St. Rank hold ACM as of Q2 2026.

  • Mount Yale Investment Advisors held 14,236 shares of Aecom worth $994K as of Q2 2026.
  • Mount Yale Investment Advisors sold 228 Aecom shares in Q2 2026, an estimated $17.4K.
  • Aecom made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #585 holding.
  • Mount Yale Investment Advisors first reported a position in Aecom in Q4 2025 and has held it in 3 quarters since.
  • Mount Yale Investment Advisors's Aecom position peaked at $1.23M in Q1 2026.
  • 574 funds tracked by Wall St. Rank held Aecom as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.