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Mount Yale Investment Advisors’s PAR Technology PAR Stock Holding History

Mount Yale Investment Advisors’s Portfolio PAR Stock Details PAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4,003
Closed -$278K – 1318
2025
Q2 		$278K Buy
4,003
+74
+2% +$4.62K 0.02% 479
2025
Q1 		$241K Sell
3,929
-2
-0.1% -$134 0.02% 483
2024
Q4 		$286K Buy
+3,931
New +$269K 0.02% 456

Other funds holding PAR

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of PAR Technology (PAR) in Q3 2025, closing a stake of 4,003 shares — an estimated $278K sold.

Mount Yale Investment Advisors first reported a position in PAR in Q4 2024 and held it in 3 quarters. The position peaked at $286K in Q4 2024. 220 funds tracked by Wall St. Rank hold PAR as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining PAR Technology position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 4,003 PAR Technology shares in Q3 2025, an estimated $278K.
  • Mount Yale Investment Advisors first reported a position in PAR Technology in Q4 2024 and held it in 3 quarters.
  • Mount Yale Investment Advisors's PAR Technology position peaked at $286K in Q4 2024.
  • 220 funds tracked by Wall St. Rank held PAR Technology as of Q3 2025.

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