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Mount Yale Investment Advisors’s Etsy ETSY Stock Holding History

Mount Yale Investment Advisors’s Portfolio ETSY Stock Details ETSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-705
Closed -$35.4K – 954
2025
Q2 		$35.4K Buy
+705
New +$35.1K ﹤0.01% 911
2022
Q3 		– Sell
-6,150
Closed -$450K – 456
2022
Q2 		$450K Buy
6,150
+10
+0.2% +$913 0.06% 300
2022
Q1 		$763K Buy
6,140
+1,066
+21% +$158K 0.08% 238
2021
Q4 		$1.11M Sell
5,074
-537
-10% -$129K 0.12% 190
2021
Q3 		$1.17M Sell
5,611
-24
-0.4% -$4.87K 0.13% 173
2021
Q2 		$1.16M Sell
5,635
-146
-3% -$27K 0.14% 154
2021
Q1 		$1.17M Sell
5,781
-2,870
-33% -$601K 0.15% 140
2020
Q4 		$1.54M Sell
8,651
-586
-6% -$88.1K 0.22% 105
2020
Q3 		$1.12M Sell
9,237
-486
-5% -$56.9K 0.16% 139
2020
Q2 		$1.03M Sell
9,723
-1,301
-12% -$96.2K 0.19% 125
2020
Q1 		$424K Buy
11,024
+1,096
+11% +$53.5K 0.1% 206
2019
Q4 		$485K Buy
9,928
+739
+8% +$35.2K 0.08% 203
2019
Q3 		$375K Buy
9,189
+99
+1% +$5.82K 0.07% 237
2019
Q2 		$510K Sell
9,090
-2,248
-20% -$147K 0.09% 180
2019
Q1 		$762K Sell
11,338
-63
-0.6% -$3.76K 0.14% 126
2018
Q4 		$606K Sell
11,401
-667
-6% -$31.4K 0.12% 146
2018
Q3 		$604K Buy
12,068
+9,653
+400% +$444K 0.11% 152
2018
Q2 		$102K Buy
+2,415
New +$78.6K 0.02% 451

Other funds holding ETSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Etsy (ETSY) in Q3 2025, closing a stake of 705 shares — an estimated $35.4K sold.

Mount Yale Investment Advisors first reported a position in ETSY in Q2 2018 and held it in 18 quarters. The position peaked at $1.54M in Q4 2020. 546 funds tracked by Wall St. Rank hold ETSY as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Etsy position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 705 Etsy shares in Q3 2025, an estimated $35.4K.
  • Mount Yale Investment Advisors first reported a position in Etsy in Q2 2018 and held it in 18 quarters.
  • Mount Yale Investment Advisors's Etsy position peaked at $1.54M in Q4 2020.
  • 546 funds tracked by Wall St. Rank held Etsy as of Q3 2025.

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