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Mount Yale Investment Advisors’s Alkermes ALKS Stock Holding History

Mount Yale Investment Advisors’s Portfolio ALKS Stock Details ALKS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$292K Buy
+5,577
New +$218K 0.01% 986
2025
Q3 		– Sell
-2,862
Closed -$81.9K – 706
2025
Q2 		$81.9K Buy
+2,862
New +$85.2K 0.01% 697
2022
Q3 		– Sell
-8,432
Closed -$251K – 446
2022
Q2 		$251K Sell
8,432
-10,296
-55% -$296K 0.03% 399
2022
Q1 		$493K Sell
18,728
-480
-2% -$11.9K 0.05% 304
2021
Q4 		$447K Buy
19,208
+4,308
+29% +$113K 0.05% 310
2021
Q3 		$460K Buy
+14,900
New +$421K 0.05% 301

Other funds holding ALKS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return

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

Mount Yale Investment Advisors opened a new position in Alkermes (ALKS) in Q2 2026: 5,577 shares worth $292K. The stake represents 0.01% of the portfolio and ranks #986 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in ALKS as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in ALKS in Q3 2021 and has held it in 6 quarters since. The position peaked at $493K in Q1 2022. 424 funds tracked by Wall St. Rank hold ALKS as of Q2 2026.

  • Mount Yale Investment Advisors held 5,577 shares of Alkermes worth $292K as of Q2 2026.
  • Alkermes was a new Mount Yale Investment Advisors position in Q2 2026.
  • Alkermes made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #986 holding.
  • Mount Yale Investment Advisors first reported a position in Alkermes in Q3 2021 and has held it in 6 quarters since.
  • Mount Yale Investment Advisors's Alkermes position peaked at $493K in Q1 2022.
  • 424 funds tracked by Wall St. Rank held Alkermes as of Q2 2026.

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