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Mount Yale Investment Advisors’s ADMA Biologics ADMA Stock Holding History

Mount Yale Investment Advisors’s Portfolio ADMA Stock Details ADMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-6,099
Closed -$111K – 690
2025
Q2 		$111K Buy
+6,099
New +$124K 0.01% 633

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mount Yale Investment Advisors's ADMA Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of ADMA Biologics (ADMA) in Q3 2025, closing a stake of 6,099 shares — an estimated $111K sold.

Mount Yale Investment Advisors first reported a position in ADMA in Q2 2025 and held it in 1 quarter. The position peaked at $111K in Q2 2025. 365 funds tracked by Wall St. Rank hold ADMA as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining ADMA Biologics position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 6,099 ADMA Biologics shares in Q3 2025, an estimated $111K.
  • Mount Yale Investment Advisors first reported a position in ADMA Biologics in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's ADMA Biologics position peaked at $111K in Q2 2025.
  • 365 funds tracked by Wall St. Rank held ADMA Biologics as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.