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Mount Yale Investment Advisors’s MYR Group MYRG Stock Holding History

Mount Yale Investment Advisors’s Portfolio MYRG Stock Details MYRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-185
Closed -$33.6K – 1260
2025
Q2 		$33.6K Buy
+185
New +$27.2K ﹤0.01% 931
2023
Q2 		– Sell
-1,636
Closed -$206K – 502
2023
Q1 		$206K Buy
+1,636
New +$176K 0.02% 459
2022
Q4 		– Sell
-2,818
Closed -$239K – 484
2022
Q3 		$239K Buy
+2,818
New +$258K 0.03% 383

Other funds holding MYRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mount Yale Investment Advisors's MYRG Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of MYR Group (MYRG) in Q3 2025, closing a stake of 185 shares — an estimated $33.6K sold.

Mount Yale Investment Advisors first reported a position in MYRG in Q3 2022 and held it in 3 quarters. The position peaked at $239K in Q3 2022. 334 funds tracked by Wall St. Rank hold MYRG as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining MYR Group position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 185 MYR Group shares in Q3 2025, an estimated $33.6K.
  • Mount Yale Investment Advisors first reported a position in MYR Group in Q3 2022 and held it in 3 quarters.
  • Mount Yale Investment Advisors's MYR Group position peaked at $239K in Q3 2022.
  • 334 funds tracked by Wall St. Rank held MYR Group as of Q3 2025.

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