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Mount Yale Investment Advisors’s Phio Pharmaceuticals PHIO Stock Holding History

Mount Yale Investment Advisors’s Portfolio PHIO Stock Details PHIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-27
Closed -$63 – 1344
2025
Q2 		$63 Buy
+27
New +$55 ﹤0.01% 1474

Other funds holding PHIO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Phio Pharmaceuticals (PHIO) in Q3 2025, closing a stake of 27 shares — an estimated $63 sold.

Mount Yale Investment Advisors first reported a position in PHIO in Q2 2025 and held it in 1 quarter. The position peaked at $63 in Q2 2025. 11 funds tracked by Wall St. Rank hold PHIO as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Phio Pharmaceuticals position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 27 Phio Pharmaceuticals shares in Q3 2025, an estimated $63.
  • Mount Yale Investment Advisors first reported a position in Phio Pharmaceuticals in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Phio Pharmaceuticals position peaked at $63 in Q2 2025.
  • 11 funds tracked by Wall St. Rank held Phio Pharmaceuticals as of Q3 2025.

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