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Mount Yale Investment Advisors’s Lantronix LTRX Stock Holding History

Mount Yale Investment Advisors’s Portfolio LTRX Stock Details LTRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-5
Closed -$14 – 1209
2025
Q2 		$14 Buy
+5
New +$11 ﹤0.01% 1488

Other funds holding LTRX

HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
SAM
Soviero Asset Management New York $200M AUM 134.59% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 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 LTRX Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Lantronix (LTRX) in Q3 2025, closing a stake of 5 shares — an estimated $14 sold.

Mount Yale Investment Advisors first reported a position in LTRX in Q2 2025 and held it in 1 quarter. The position peaked at $14 in Q2 2025. 70 funds tracked by Wall St. Rank hold LTRX as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Lantronix position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 5 Lantronix shares in Q3 2025, an estimated $14.
  • Mount Yale Investment Advisors first reported a position in Lantronix in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Lantronix position peaked at $14 in Q2 2025.
  • 70 funds tracked by Wall St. Rank held Lantronix as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.