MYIA
FORTY

Mount Yale Investment Advisors’s Formula Systems FORTY Stock Holding History

Mount Yale Investment Advisors’s Portfolio FORTY Stock Details FORTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$206K Buy
+1,865
New +$248K ﹤0.01% 1049
2025
Q3 		– Sell
-1,740
Closed -$222K – 1016
2025
Q2 		$222K Buy
+1,740
New +$168K 0.02% 531
2022
Q1 		– Sell
-2,073
Closed -$257K – 476
2021
Q4 		$257K Buy
2,073
+18
+0.9% +$2.06K 0.03% 402
2021
Q3 		$202K Sell
2,055
-1,942
-49% -$180K 0.02% 446
2021
Q2 		$360K Sell
3,997
-370
-8% -$33K 0.04% 292
2021
Q1 		$388K Sell
4,367
-162
-4% -$14.3K 0.05% 285
2020
Q4 		$387K Sell
4,529
-54
-1% -$4.4K 0.05% 275
2020
Q3 		$381K Sell
4,583
-140
-3% -$12.4K 0.05% 260
2020
Q2 		$355K Sell
4,723
-749
-14% -$56.2K 0.06% 252
2020
Q1 		$293K Sell
5,472
-808
-13% -$48.6K 0.07% 235
2019
Q4 		$440K Sell
6,280
-1,132
-15% -$76.5K 0.08% 228
2019
Q3 		$463K Sell
7,412
-156
-2% -$9.08K 0.08% 203
2019
Q2 		$426K Sell
7,568
-150
-2% -$7.28K 0.08% 215
2019
Q1 		$348K Sell
7,718
-246
-3% -$9.79K 0.07% 238
2018
Q4 		$311K Sell
7,964
-231
-3% -$8.76K 0.06% 247
2018
Q3 		$325K Sell
8,195
-1,477
-15% -$56K 0.06% 239
2018
Q2 		$342K Sell
9,672
-6,276
-39% -$225K 0.06% 236
2018
Q1 		$577K Buy
+15,948
New +$639K 0.12% 152

Other funds holding FORTY

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Mount Yale Investment Advisors opened a new position in Formula Systems (FORTY) in Q1 2026: 1,865 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #1049 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in FORTY as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in FORTY in Q1 2018 and has held it in 18 quarters since. The position peaked at $577K in Q1 2018. 14 funds tracked by Wall St. Rank hold FORTY as of Q1 2026.

  • Mount Yale Investment Advisors held 1,865 shares of Formula Systems worth $206K as of Q1 2026.
  • Formula Systems was a new Mount Yale Investment Advisors position in Q1 2026.
  • Formula Systems made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #1049 holding.
  • Mount Yale Investment Advisors first reported a position in Formula Systems in Q1 2018 and has held it in 18 quarters since.
  • Mount Yale Investment Advisors's Formula Systems position peaked at $577K in Q1 2018.
  • 14 funds tracked by Wall St. Rank held Formula Systems as of Q1 2026.

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