Mount Yale Investment Advisors’s PAVmed PAVM Stock Holding History

Mount Yale Investment Advisors’s Portfolio PAVM Stock Details PAVM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1	Closed	-$20	–	1322
2025 Q2	$20	Buy	+1	New	+$20	﹤0.01%	1484

Other funds holding PAVM

SWGC

Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 33.48% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of PAVmed (PAVM) in Q3 2025, closing a stake of 1 share — an estimated $20 sold.

Mount Yale Investment Advisors first reported a position in PAVM in Q2 2025 and held it in 1 quarter. The position peaked at $20 in Q2 2025. 32 funds tracked by Wall St. Rank hold PAVM as of Q3 2025.

Mount Yale Investment Advisors reported no remaining PAVmed position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 1 PAVmed share in Q3 2025, an estimated $20.
Mount Yale Investment Advisors first reported a position in PAVmed in Q2 2025 and held it in 1 quarter.
Mount Yale Investment Advisors's PAVmed position peaked at $20 in Q2 2025.
32 funds tracked by Wall St. Rank held PAVmed as of Q3 2025.

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