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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Atkore (ATKR) in Q3 2025, closing a stake of 1,370 shares — an estimated $96.7K sold.

Mount Yale Investment Advisors first reported a position in ATKR in Q2 2025 and held it in 1 quarter. The position peaked at $96.7K in Q2 2025. 298 funds tracked by Wall St. Rank hold ATKR as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Atkore position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,370 Atkore shares in Q3 2025, an estimated $96.7K.
  • Mount Yale Investment Advisors first reported a position in Atkore in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Atkore position peaked at $96.7K in Q2 2025.
  • 298 funds tracked by Wall St. Rank held Atkore as of Q3 2025.

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