Mount Yale Investment Advisors’s ePlus PLUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$207K	Buy	+2,487	New	+$207K	﹤0.01%	1138
2026 Q1	–	Sell	-2,351	Closed	-$206K	–	1124
2025 Q4	$206K	Buy	+2,351	New	+$194K	0.01%	691
2025 Q3	–	Sell	-934	Closed	-$67.3K	–	1356
2025 Q2	$67.3K	Buy	+934	New	+$61.4K	0.01%	737
2018 Q4	–	Sell	-746	Closed	-$33K	–	655
2018 Q3	$33K	Sell	746 -88	-11%	-$4.39K	0.01%	687
2018 Q2	$39K	Sell	834 -8	-1%	-$349	0.01%	677
2018 Q1	$33K	Buy	+842	New	+$32.5K	0.01%	694

Other funds holding PLUS

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Mount Yale Investment Advisors opened a new position in ePlus (PLUS) in Q2 2026: 2,487 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #1138 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in PLUS as recently as Q4 2025.

Mount Yale Investment Advisors first reported a position in PLUS in Q1 2018 and has held it in 6 quarters since. 289 funds tracked by Wall St. Rank hold PLUS as of Q2 2026.

Mount Yale Investment Advisors held 2,487 shares of ePlus worth $207K as of Q2 2026.
ePlus was a new Mount Yale Investment Advisors position in Q2 2026.
ePlus made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1138 holding.
Mount Yale Investment Advisors first reported a position in ePlus in Q1 2018 and has held it in 6 quarters since.
289 funds tracked by Wall St. Rank held ePlus as of Q2 2026.

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