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Mount Yale Investment Advisors’s Castle Biosciences CSTL Stock Holding History

Mount Yale Investment Advisors’s Portfolio CSTL Stock Details CSTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-8,362
Closed -$171K – 869
2025
Q2 		$171K Buy
+8,362
New +$155K 0.01% 565

Other funds holding CSTL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Castle Biosciences (CSTL) in Q3 2025, closing a stake of 8,362 shares — an estimated $171K sold.

Mount Yale Investment Advisors first reported a position in CSTL in Q2 2025 and held it in 1 quarter. The position peaked at $171K in Q2 2025. 173 funds tracked by Wall St. Rank hold CSTL as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Castle Biosciences position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 8,362 Castle Biosciences shares in Q3 2025, an estimated $171K.
  • Mount Yale Investment Advisors first reported a position in Castle Biosciences in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Castle Biosciences position peaked at $171K in Q2 2025.
  • 173 funds tracked by Wall St. Rank held Castle Biosciences as of Q3 2025.

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