Mount Yale Investment Advisors’s Alarm.com ALRM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-757	Closed	-$42.8K	–	710
2025 Q2	$42.8K	Buy	+757	New	+$42K	﹤0.01%	857
2018 Q4	–	Sell	-2,118	Closed	-$100K	–	331
2018 Q3	$100K	Sell	2,118 -1,527	-42%	-$76.8K	0.02%	443
2018 Q2	$147K	Sell	3,645 -3	-0.1%	-$124	0.03%	354
2018 Q1	$138K	Buy	+3,648	New	+$138K	0.03%	361

Other funds holding ALRM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

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

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

Mount Yale Investment Advisors sold out of Alarm.com (ALRM) in Q3 2025, closing a stake of 757 shares — an estimated $42.8K sold.

Mount Yale Investment Advisors first reported a position in ALRM in Q1 2018 and held it in 4 quarters. The position peaked at $147K in Q2 2018. 305 funds tracked by Wall St. Rank hold ALRM as of Q3 2025.

Mount Yale Investment Advisors reported no remaining Alarm.com position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 757 Alarm.com shares in Q3 2025, an estimated $42.8K.
Mount Yale Investment Advisors first reported a position in Alarm.com in Q1 2018 and held it in 4 quarters.
Mount Yale Investment Advisors's Alarm.com position peaked at $147K in Q2 2018.
305 funds tracked by Wall St. Rank held Alarm.com as of Q3 2025.

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