MYIA
GIFT

Mount Yale Investment Advisors’s Giftify Inc GIFT Stock Holding History

Mount Yale Investment Advisors’s Portfolio GIFT Stock Details GIFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$94.8K Hold
100,000
– – ﹤0.01% 1174
2026
Q1 		$100K Buy
+100,000
New +$97.8K ﹤0.01% 1077
2025
Q3 		– Sell
-100,000
Closed -$150K – 1663
2025
Q2 		$150K Hold
100,000
– – 0.01% 590
2025
Q1 		$200K Hold
100,000
– – 0.02% 519
2024
Q4 		$109K Buy
+100,000
New +$148K 0.01% 533

Other funds holding GIFT

SBLIC
Security Benefit Life Insurance Company Topeka, Kansas $182M AUM 31.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HNWA
Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

Mount Yale Investment Advisors held its Giftify Inc (GIFT) position steady in Q2 2026 at 100,000 shares worth $94.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1174.

Mount Yale Investment Advisors first reported a position in GIFT in Q4 2024 and has held it in 5 quarters since. The position peaked at $200K in Q1 2025. 17 funds tracked by Wall St. Rank hold GIFT as of Q2 2026.

  • Mount Yale Investment Advisors held 100,000 shares of Giftify Inc worth $94.8K as of Q2 2026.
  • Mount Yale Investment Advisors left its Giftify Inc share count unchanged in Q2 2026.
  • Giftify Inc made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1174 holding.
  • Mount Yale Investment Advisors first reported a position in Giftify Inc in Q4 2024 and has held it in 5 quarters since.
  • Mount Yale Investment Advisors's Giftify Inc position peaked at $200K in Q1 2025.
  • 17 funds tracked by Wall St. Rank held Giftify Inc as of Q2 2026.

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