Mount Yale Investment Advisors’s Diamondback Energy FANG Stock Holding History

Mount Yale Investment Advisors’s Portfolio FANG Stock Details FANG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.49M	Sell	8,492 -38	-0.4%	-$7.37K	0.03%	485
2026 Q1	$1.69M	Buy	+8,530	New	+$1.45M	0.04%	405
2025 Q4	–	Sell	-1,686	Closed	-$241K	–	749
2025 Q3	$241K	Sell	1,686 -3,838	-69%	-$546K	0.02%	576
2025 Q2	$759K	Buy	5,524 +415	+8%	+$57.5K	0.06%	263
2025 Q1	$817K	Buy	5,109 +3,162	+162%	+$510K	0.07%	230
2024 Q4	$319K	Sell	1,947 -2,460	-56%	-$434K	0.03%	427
2024 Q3	$760K	Buy	4,407 +994	+29%	+$191K	0.07%	251
2024 Q2	$683K	Sell	3,413 -1,004	-23%	-$199K	0.05%	279
2024 Q1	$875K	Buy	+4,417	New	+$750K	0.07%	243
2018 Q2	–	Sell	-1,479	Closed	-$187K	–	964
2018 Q1	$187K	Buy	+1,479	New	+$186K	0.04%	301

Other funds holding FANG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Mount Yale Investment Advisors reduced its Diamondback Energy (FANG) stake by 0.45% in Q2 2026, selling an estimated $7.37K and leaving 8,492 shares worth $1.49M. The position accounts for 0.03% of the portfolio, ranked #485.

Mount Yale Investment Advisors first reported a position in FANG in Q1 2018 and has held it in 10 quarters since. The position peaked at $1.69M in Q1 2026. 1,195 funds tracked by Wall St. Rank hold FANG as of Q2 2026.

Mount Yale Investment Advisors held 8,492 shares of Diamondback Energy worth $1.49M as of Q2 2026.
Mount Yale Investment Advisors sold 38 Diamondback Energy shares in Q2 2026, an estimated $7.37K.
Diamondback Energy made up 0.03% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #485 holding.
Mount Yale Investment Advisors first reported a position in Diamondback Energy in Q1 2018 and has held it in 10 quarters since.
Mount Yale Investment Advisors's Diamondback Energy position peaked at $1.69M in Q1 2026.
1,195 funds tracked by Wall St. Rank held Diamondback Energy as of Q2 2026.

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