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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Mount Yale Investment Advisors opened a new position in Ichor Holdings (ICHR) in Q1 2026: 5,777 shares worth $269K. The stake represents 0.01% of the portfolio and ranks #944 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in ICHR as recently as Q4 2024.

Mount Yale Investment Advisors first reported a position in ICHR in Q2 2023 and has held it in 7 quarters since. The position peaked at $290K in Q1 2024. 251 funds tracked by Wall St. Rank hold ICHR as of Q1 2026.

  • Mount Yale Investment Advisors held 5,777 shares of Ichor Holdings worth $269K as of Q1 2026.
  • Ichor Holdings was a new Mount Yale Investment Advisors position in Q1 2026.
  • Ichor Holdings made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #944 holding.
  • Mount Yale Investment Advisors first reported a position in Ichor Holdings in Q2 2023 and has held it in 7 quarters since.
  • Mount Yale Investment Advisors's Ichor Holdings position peaked at $290K in Q1 2024.
  • 251 funds tracked by Wall St. Rank held Ichor Holdings as of Q1 2026.

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