Mount Yale Investment Advisors’s Alaska Air ALK Stock Holding History

Mount Yale Investment Advisors’s Portfolio ALK Stock Details ALK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$325K	Buy	+6,229	New	+$266K	0.01%	951
2025 Q3	–	Sell	-27	Closed	-$1.34K	–	705
2025 Q2	$1.34K	Buy	+27	New	+$1.31K	﹤0.01%	1370
2018 Q4	–	Sell	-1,700	Closed	-$113K	–	329
2018 Q3	$113K	Hold	1,700	–	–	0.02%	399
2018 Q2	$103K	Hold	1,700	–	–	0.02%	448
2018 Q1	$105K	Buy	+1,700	New	+$113K	0.02%	434

Other funds holding ALK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

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

Mount Yale Investment Advisors opened a new position in Alaska Air (ALK) in Q2 2026: 6,229 shares worth $325K. The stake represents 0.01% of the portfolio and ranks #951 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in ALK as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in ALK in Q1 2018 and has held it in 5 quarters since. 491 funds tracked by Wall St. Rank hold ALK as of Q2 2026.

Mount Yale Investment Advisors held 6,229 shares of Alaska Air worth $325K as of Q2 2026.
Alaska Air was a new Mount Yale Investment Advisors position in Q2 2026.
Alaska Air made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #951 holding.
Mount Yale Investment Advisors first reported a position in Alaska Air in Q1 2018 and has held it in 5 quarters since.
491 funds tracked by Wall St. Rank held Alaska Air as of Q2 2026.

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