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Mount Yale Investment Advisors’s Data Storage Corp DTST Stock Holding History

Mount Yale Investment Advisors’s Portfolio DTST Stock Details DTST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-43,100
Closed -$186K – 742
2025
Q3 		$186K Buy
+43,100
New +$192K 0.01% 642

Other funds holding DTST

BA
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EC
EJF Capital Arlington, Virginia $150M AUM 32.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.37B AUM 71.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
AGM
Alpine Global Management New York $615M AUM 34.28% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

Mount Yale Investment Advisors's DTST Position: Q4 2025 in Review

Mount Yale Investment Advisors sold out of Data Storage Corp (DTST) in Q4 2025, closing a stake of 43,100 shares — an estimated $186K sold.

Mount Yale Investment Advisors first reported a position in DTST in Q3 2025 and held it in 1 quarter. The position peaked at $186K in Q3 2025. 35 funds tracked by Wall St. Rank hold DTST as of Q4 2025.

  • Mount Yale Investment Advisors reported no remaining Data Storage Corp position as of Q4 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 43,100 Data Storage Corp shares in Q4 2025, an estimated $186K.
  • Mount Yale Investment Advisors first reported a position in Data Storage Corp in Q3 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Data Storage Corp position peaked at $186K in Q3 2025.
  • 35 funds tracked by Wall St. Rank held Data Storage Corp as of Q4 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.