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Mount Yale Investment Advisors’s H.B. Fuller FUL Stock Holding History

Mount Yale Investment Advisors’s Portfolio FUL Stock Details FUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$277K Buy
+4,494
New +$275K 0.01% 927
2025
Q4 		– Sell
-4,492
Closed -$266K – 755
2025
Q3 		$266K Buy
4,492
+25
+0.6% +$1.5K 0.02% 550
2025
Q2 		$269K Hold
4,467
– – 0.02% 490
2025
Q1 		$251K Hold
4,467
– – 0.02% 476
2024
Q4 		$301K Hold
4,467
– – 0.02% 443
2024
Q3 		$355K Sell
4,467
-1
-0% -$81 0.03% 391
2024
Q2 		$344K Hold
4,468
– – 0.03% 406
2024
Q1 		$356K Sell
4,468
-37
-0.8% -$2.9K 0.03% 413
2023
Q4 		$367K Sell
4,505
-73
-2% -$5.39K 0.03% 377
2023
Q3 		$314K Sell
4,578
-279
-6% -$19.7K 0.03% 384
2023
Q2 		$347K Sell
4,857
-46
-0.9% -$3.02K 0.04% 363
2023
Q1 		$336K Sell
4,903
-28
-0.6% -$1.96K 0.04% 358
2022
Q4 		$353K Sell
4,931
-194
-4% -$14K 0.04% 329
2022
Q3 		$308K Sell
5,125
-75
-1% -$4.78K 0.04% 339
2022
Q2 		$313K Sell
5,200
-554
-10% -$37.1K 0.04% 345
2022
Q1 		$380K Sell
5,754
-3,485
-38% -$245K 0.04% 328
2021
Q4 		$748K Buy
9,239
+2,132
+30% +$157K 0.08% 243
2021
Q3 		$459K Buy
7,107
+3,723
+110% +$241K 0.05% 302
2021
Q2 		$215K Sell
3,384
-24
-0.7% -$1.61K 0.03% 399
2021
Q1 		$214K Buy
+3,408
New +$194K 0.03% 387

Other funds holding FUL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Mount Yale Investment Advisors opened a new position in H.B. Fuller (FUL) in Q1 2026: 4,494 shares worth $277K. The stake represents 0.01% of the portfolio and ranks #927 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in FUL as recently as Q3 2025.

Mount Yale Investment Advisors first reported a position in FUL in Q1 2021 and has held it in 20 quarters since. The position peaked at $748K in Q4 2021. 338 funds tracked by Wall St. Rank hold FUL as of Q1 2026.

  • Mount Yale Investment Advisors held 4,494 shares of H.B. Fuller worth $277K as of Q1 2026.
  • H.B. Fuller was a new Mount Yale Investment Advisors position in Q1 2026.
  • H.B. Fuller made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #927 holding.
  • Mount Yale Investment Advisors first reported a position in H.B. Fuller in Q1 2021 and has held it in 20 quarters since.
  • Mount Yale Investment Advisors's H.B. Fuller position peaked at $748K in Q4 2021.
  • 338 funds tracked by Wall St. Rank held H.B. Fuller as of Q1 2026.

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