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Mount Yale Investment Advisors’s Atkore ATKR Stock Holding History

Mount Yale Investment Advisors’s Portfolio ATKR Stock Details ATKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$248K Buy
+3,267
New +$246K ﹤0.01% 1059
2025
Q3 		– Sell
-1,370
Closed -$96.7K – 738
2025
Q2 		$96.7K Buy
+1,370
New +$88.8K 0.01% 665

Other funds holding ATKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

Mount Yale Investment Advisors opened a new position in Atkore (ATKR) in Q2 2026: 3,267 shares worth $248K. The stake represents ﹤0.01% of the portfolio and ranks #1059 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in ATKR as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in ATKR in Q2 2025 and has held it in 2 quarters since. 325 funds tracked by Wall St. Rank hold ATKR as of Q2 2026.

  • Mount Yale Investment Advisors held 3,267 shares of Atkore worth $248K as of Q2 2026.
  • Atkore was a new Mount Yale Investment Advisors position in Q2 2026.
  • Atkore made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1059 holding.
  • Mount Yale Investment Advisors first reported a position in Atkore in Q2 2025 and has held it in 2 quarters since.
  • 325 funds tracked by Wall St. Rank held Atkore as of Q2 2026.

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