Mount Yale Investment Advisors’s NeueHealth NEUE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-32
Closed -$221 1641
2025
Q2
$221 Buy
+32
New +$215 ﹤0.01% 1451

Other funds holding NEUE

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

Mount Yale Investment Advisors sold out of NeueHealth (NEUE) in Q3 2025, closing a stake of 32 shares — an estimated $221 sold.

Mount Yale Investment Advisors first reported a position in NEUE in Q2 2025 and held it in 1 quarter. The position peaked at $221 in Q2 2025. 38 funds tracked by Wall St. Rank hold NEUE as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining NeueHealth position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 32 NeueHealth shares in Q3 2025, an estimated $221.
  • Mount Yale Investment Advisors first reported a position in NeueHealth in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's NeueHealth position peaked at $221 in Q2 2025.
  • 38 funds tracked by Wall St. Rank held NeueHealth as of Q3 2025.

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