Mount Yale Investment Advisors’s Diamond Hill DHIL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-8,729
| Closed | -$1.5M | – | 1216 |
|
|
2026
Q1 | $1.5M | Buy |
+8,729
| New | +$1.5M | 0.03% | 436 |
|
|
2025
Q4 | – | Sell |
-8,989
| Closed | -$1.26M | – | 738 |
|
|
2025
Q3 | $1.26M | Sell |
8,989
-1,117
| -11% | -$163K | 0.09% | 240 |
|
|
2025
Q2 | $1.47M | Sell |
10,106
-389
| -4% | -$53.5K | 0.11% | 159 |
|
|
2025
Q1 | $1.5M | Sell |
10,495
-392
| -4% | -$57.9K | 0.13% | 145 |
|
|
2024
Q4 | $1.69M | Sell |
10,887
-258
| -2% | -$41.3K | 0.14% | 135 |
|
|
2024
Q3 | $1.8M | Sell |
11,145
-89
| -0.8% | -$13.7K | 0.17% | 128 |
|
|
2024
Q2 | $1.58M | Sell |
11,234
-243
| -2% | -$36.5K | 0.13% | 159 |
|
|
2024
Q1 | $1.77M | Buy |
11,477
+811
| +8% | +$126K | 0.14% | 149 |
|
|
2023
Q4 | $1.77M | Sell |
10,666
-201
| -2% | -$32.5K | 0.17% | 133 |
|
|
2023
Q3 | $1.83M | Sell |
10,867
-297
| -3% | -$51.3K | 0.2% | 116 |
|
|
2023
Q2 | $1.91M | Sell |
11,164
-2,452
| -18% | -$408K | 0.2% | 113 |
|
|
2023
Q1 | $2.24M | Buy |
13,616
+173
| +1% | +$30.7K | 0.25% | 95 |
|
|
2022
Q4 | $2.49M | Buy |
13,443
+180
| +1% | +$31.9K | 0.28% | 87 |
|
|
2022
Q3 | $2.19M | Buy |
13,263
+385
| +3% | +$68.2K | 0.29% | 83 |
|
|
2022
Q2 | $2.24M | Buy |
12,878
+137
| +1% | +$24.3K | 0.28% | 80 |
|
|
2022
Q1 | $2.39M | Buy |
12,741
+613
| +5% | +$114K | 0.26% | 89 |
|
|
2021
Q4 | $2.36M | Buy |
12,128
+392
| +3% | +$78.4K | 0.24% | 95 |
|
|
2021
Q3 | $2.06M | Buy |
+11,736
| New | +$2.05M | 0.24% | 102 |
|
Other funds holding DHIL
Mount Yale Investment Advisors's DHIL Position: Q2 2026 in Review
Mount Yale Investment Advisors sold out of Diamond Hill (DHIL) in Q2 2026, closing a stake of 8,729 shares — an estimated $1.5M sold.
Mount Yale Investment Advisors first reported a position in DHIL in Q3 2021 and held it in 18 quarters. The position peaked at $2.49M in Q4 2022. 2 funds tracked by Wall St. Rank hold DHIL as of Q2 2026.
- Mount Yale Investment Advisors reported no remaining Diamond Hill position as of Q2 2026 after selling out during the quarter.
- Mount Yale Investment Advisors sold 8,729 Diamond Hill shares in Q2 2026, an estimated $1.5M.
- Mount Yale Investment Advisors first reported a position in Diamond Hill in Q3 2021 and held it in 18 quarters.
- Mount Yale Investment Advisors's Diamond Hill position peaked at $2.49M in Q4 2022.
- 2 funds tracked by Wall St. Rank held Diamond Hill as of Q2 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.