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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Mount Yale Investment Advisors's PLUS Position: Q1 2026 in Review

Mount Yale Investment Advisors sold out of ePlus (PLUS) in Q1 2026, closing a stake of 2,351 shares — an estimated $206K sold.

Mount Yale Investment Advisors first reported a position in PLUS in Q1 2018 and held it in 5 quarters. The position peaked at $206K in Q4 2025. 282 funds tracked by Wall St. Rank hold PLUS as of Q1 2026.

  • Mount Yale Investment Advisors reported no remaining ePlus position as of Q1 2026 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 2,351 ePlus shares in Q1 2026, an estimated $206K.
  • Mount Yale Investment Advisors first reported a position in ePlus in Q1 2018 and held it in 5 quarters.
  • Mount Yale Investment Advisors's ePlus position peaked at $206K in Q4 2025.
  • 282 funds tracked by Wall St. Rank held ePlus as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.