MYIA
ORAN

Mount Yale Investment Advisors’s Orange ORAN Stock Holding History

Mount Yale Investment Advisors’s Portfolio ORAN Stock Details ORAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-23,101
Closed -$227K – 596
2024
Q4 		$227K Sell
23,101
-10,476
-31% -$116K 0.02% 507
2024
Q3 		$385K Sell
33,577
-3,102
-8% -$35.2K 0.04% 378
2024
Q2 		$366K Sell
36,679
-92
-0.3% -$1.02K 0.03% 396
2024
Q1 		$433K Buy
36,771
+2,856
+8% +$33.4K 0.03% 384
2023
Q4 		$388K Buy
33,915
+1,553
+5% +$18.2K 0.04% 367
2023
Q3 		$372K Buy
32,362
+1,465
+5% +$16.8K 0.04% 358
2023
Q2 		$360K Buy
30,897
+2,404
+8% +$29.2K 0.04% 358
2023
Q1 		$340K Buy
28,493
+12,608
+79% +$139K 0.04% 354
2022
Q4 		$157K Sell
15,885
-9,804
-38% -$94.7K 0.02% 443
2022
Q3 		$231K Buy
25,689
+3,648
+17% +$37.3K 0.03% 395
2022
Q2 		$259K Buy
+22,041
New +$264K 0.03% 387
2018
Q4 		– Sell
-5,072
Closed -$84K – 813
2018
Q3 		$84K Buy
5,072
+1,773
+54% +$29.2K 0.01% 495
2018
Q2 		$55K Buy
3,299
+946
+40% +$16.5K 0.01% 608
2018
Q1 		$40K Buy
+2,353
New +$40.9K 0.01% 664

Other funds holding ORAN

MAP
Managed Asset Portfolios Rochester, Michigan $834M AUM 33.97% 1-Year Est. Return
LM
Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
RCM
RNC Capital Management Los Angeles, California $2.2B AUM 22.93% 1-Year Est. Return
SC
Saturna Capital Bellingham, Washington $7.13B AUM 35.47% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Mount Yale Investment Advisors's ORAN Position: Q1 2025 in Review

Mount Yale Investment Advisors sold out of Orange (ORAN) in Q1 2025, closing a stake of 23,101 shares — an estimated $227K sold.

Mount Yale Investment Advisors first reported a position in ORAN in Q1 2018 and held it in 14 quarters. The position peaked at $433K in Q1 2024. 15 funds tracked by Wall St. Rank hold ORAN as of Q1 2025.

  • Mount Yale Investment Advisors reported no remaining Orange position as of Q1 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 23,101 Orange shares in Q1 2025, an estimated $227K.
  • Mount Yale Investment Advisors first reported a position in Orange in Q1 2018 and held it in 14 quarters.
  • Mount Yale Investment Advisors's Orange position peaked at $433K in Q1 2024.
  • 15 funds tracked by Wall St. Rank held Orange as of Q1 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2025, filed 16 Apr 2025.