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Mount Yale Investment Advisors’s Marten Transport MRTN Stock Holding History

Mount Yale Investment Advisors’s Portfolio MRTN Stock Details MRTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$132K Buy
+10,058
New +$129K ﹤0.01% 1074
2025
Q3 		– Sell
-3,032
Closed -$39.4K – 1248
2025
Q2 		$39.4K Buy
+3,032
New +$39.9K ﹤0.01% 882

Other funds holding MRTN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Mount Yale Investment Advisors opened a new position in Marten Transport (MRTN) in Q1 2026: 10,058 shares worth $132K. The stake represents ﹤0.01% of the portfolio and ranks #1074 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in MRTN as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in MRTN in Q2 2025 and has held it in 2 quarters since. 225 funds tracked by Wall St. Rank hold MRTN as of Q1 2026.

  • Mount Yale Investment Advisors held 10,058 shares of Marten Transport worth $132K as of Q1 2026.
  • Marten Transport was a new Mount Yale Investment Advisors position in Q1 2026.
  • Marten Transport made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #1074 holding.
  • Mount Yale Investment Advisors first reported a position in Marten Transport in Q2 2025 and has held it in 2 quarters since.
  • 225 funds tracked by Wall St. Rank held Marten Transport as of Q1 2026.

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