Mount Yale Investment Advisors’s Ichor Holdings ICHR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$662K	Buy	5,895 +118	+2%	+$8.51K	0.01%	694
2026 Q1	$269K	Buy	+5,777	New	+$225K	0.01%	944
2025 Q1	–	Sell	-7,423	Closed	-$239K	–	559
2024 Q4	$239K	Buy	7,423 +2	+0%	+$62	0.02%	497
2024 Q3	$236K	Sell	7,421 -34	-0.5%	-$1.1K	0.02%	493
2024 Q2	$287K	Sell	7,455 -64	-0.9%	-$2.44K	0.02%	442
2024 Q1	$290K	Buy	+7,519	New	+$291K	0.02%	457
2023 Q4	–	Sell	-6,582	Closed	-$204K	–	521
2023 Q3	$204K	Buy	6,582 +1,041	+19%	+$35.6K	0.02%	472
2023 Q2	$208K	Buy	+5,541	New	+$173K	0.02%	459

Other funds holding ICHR

BlackRock New York $6.73T AUM 46.02% 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 International Investors Los Angeles, California $484B AUM 34.9% 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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Mount Yale Investment Advisors increased its Ichor Holdings (ICHR) stake by 2% in Q2 2026, buying an estimated $8.51K and bringing the position to 5,895 shares worth $662K. The position accounts for 0.01% of the portfolio, ranked #694.

Mount Yale Investment Advisors first reported a position in ICHR in Q2 2023 and has held it in 8 quarters since. 331 funds tracked by Wall St. Rank hold ICHR as of Q2 2026.

Mount Yale Investment Advisors held 5,895 shares of Ichor Holdings worth $662K as of Q2 2026.
Mount Yale Investment Advisors bought 118 Ichor Holdings shares in Q2 2026, an estimated $8.51K.
Ichor Holdings made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #694 holding.
Mount Yale Investment Advisors first reported a position in Ichor Holdings in Q2 2023 and has held it in 8 quarters since.
331 funds tracked by Wall St. Rank held Ichor Holdings as of Q2 2026.

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