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 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mount Yale Investment Advisors's FANG Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Diamondback Energy (FANG) in Q1 2026: 8,530 shares worth $1.69M. The stake represents 0.04% of the portfolio and ranks #405 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in FANG as recently as Q3 2025.

Mount Yale Investment Advisors first reported a position in FANG in Q1 2018 and has held it in 9 quarters since. 1,197 funds tracked by Wall St. Rank hold FANG as of Q1 2026.

Mount Yale Investment Advisors held 8,530 shares of Diamondback Energy worth $1.69M as of Q1 2026.
Diamondback Energy was a new Mount Yale Investment Advisors position in Q1 2026.
Diamondback Energy made up 0.04% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #405 holding.
Mount Yale Investment Advisors first reported a position in Diamondback Energy in Q1 2018 and has held it in 9 quarters since.
1,197 funds tracked by Wall St. Rank held Diamondback Energy as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.