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Mount Yale Investment Advisors’s Equinor EQNR Stock Holding History

Mount Yale Investment Advisors’s Portfolio EQNR Stock Details EQNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$783K Sell
24,938
-4,694
-16% -$175K 0.01% 652
2026
Q1 		$1.25M Buy
+29,632
New +$893K 0.03% 472
2025
Q3 		– Sell
-23,101
Closed -$581K – 942
2025
Q2 		$581K Buy
23,101
+424
+2% +$10.3K 0.05% 309
2025
Q1 		$600K Buy
22,677
+12,359
+120% +$300K 0.05% 289
2024
Q4 		$244K Sell
10,318
-9,431
-48% -$227K 0.02% 495
2024
Q3 		$500K Sell
19,749
-1,419
-7% -$37.5K 0.05% 343
2024
Q2 		$605K Sell
21,168
-38
-0.2% -$1.06K 0.05% 307
2024
Q1 		$573K Buy
21,206
+6,428
+43% +$176K 0.04% 328
2023
Q4 		$468K Buy
14,778
+798
+6% +$25.8K 0.04% 330
2023
Q3 		$458K Buy
+13,980
New +$433K 0.05% 317
2023
Q2 		– Sell
-36,555
Closed -$1.04M – 491
2023
Q1 		$1.04M Sell
36,555
-4,500
-11% -$136K 0.12% 175
2022
Q4 		$1.47M Buy
41,055
+5,280
+15% +$189K 0.17% 140
2022
Q3 		$1.18M Buy
35,775
+567
+2% +$20.5K 0.16% 143
2022
Q2 		$1.22M Buy
35,208
+20,197
+135% +$722K 0.15% 151
2022
Q1 		$563K Buy
+15,011
New +$467K 0.06% 288
2018
Q4 		– Sell
-14,285
Closed -$371K – 457
2018
Q3 		$371K Buy
+14,285
New +$376K 0.06% 224

Other funds holding EQNR

F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Mount Yale Investment Advisors reduced its Equinor (EQNR) stake by 16% in Q2 2026, selling an estimated $175K and leaving 24,938 shares worth $783K. The position accounts for 0.01% of the portfolio, ranked #652.

Mount Yale Investment Advisors first reported a position in EQNR in Q3 2018 and has held it in 16 quarters since. The position peaked at $1.47M in Q4 2022. 413 funds tracked by Wall St. Rank hold EQNR as of Q2 2026.

  • Mount Yale Investment Advisors held 24,938 shares of Equinor worth $783K as of Q2 2026.
  • Mount Yale Investment Advisors sold 4,694 Equinor shares in Q2 2026, an estimated $175K.
  • Equinor made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #652 holding.
  • Mount Yale Investment Advisors first reported a position in Equinor in Q3 2018 and has held it in 16 quarters since.
  • Mount Yale Investment Advisors's Equinor position peaked at $1.47M in Q4 2022.
  • 413 funds tracked by Wall St. Rank held Equinor as of Q2 2026.

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