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Mount Yale Investment Advisors’s Owens Corning OC Stock Holding History

Mount Yale Investment Advisors’s Portfolio OC Stock Details OC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$207K Buy
+1,305
New +$159K ﹤0.01% 1136
2025
Q3 		– Sell
-58
Closed -$7.98K – 1291
2025
Q2 		$7.98K Buy
+58
New +$8.01K ﹤0.01% 1167
2021
Q2 		– Sell
-2,345
Closed -$216K – 445
2021
Q1 		$216K Sell
2,345
-1,361
-37% -$114K 0.03% 385
2020
Q4 		$281K Buy
3,706
+18
+0.5% +$1.31K 0.04% 309
2020
Q3 		$254K Buy
+3,688
New +$236K 0.04% 294
2018
Q4 		– Sell
-1,756
Closed -$87K – 625
2018
Q3 		$87K Buy
1,756
+987
+128% +$59.5K 0.02% 485
2018
Q2 		$49K Buy
769
+367
+91% +$25.3K 0.01% 632
2018
Q1 		$32K Buy
+402
New +$35K 0.01% 700

Other funds holding OC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Mount Yale Investment Advisors's OC Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in Owens Corning (OC) in Q2 2026: 1,305 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #1136 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in OC as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in OC in Q1 2018 and has held it in 8 quarters since. The position peaked at $281K in Q4 2020. 687 funds tracked by Wall St. Rank hold OC as of Q2 2026.

  • Mount Yale Investment Advisors held 1,305 shares of Owens Corning worth $207K as of Q2 2026.
  • Owens Corning was a new Mount Yale Investment Advisors position in Q2 2026.
  • Owens Corning made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1136 holding.
  • Mount Yale Investment Advisors first reported a position in Owens Corning in Q1 2018 and has held it in 8 quarters since.
  • Mount Yale Investment Advisors's Owens Corning position peaked at $281K in Q4 2020.
  • 687 funds tracked by Wall St. Rank held Owens Corning as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.