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Mount Yale Investment Advisors’s Ferrari RACE Stock Holding History

Mount Yale Investment Advisors’s Portfolio RACE Stock Details RACE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$279K Buy
+834
New +$292K 0.01% 922
2025
Q3 		– Sell
-2,611
Closed -$1.28M – 1388
2025
Q2 		$1.28M Sell
2,611
-2,629
-50% -$1.22M 0.1% 174
2025
Q1 		$2.24M Sell
5,240
-289
-5% -$130K 0.19% 111
2024
Q4 		$2.35M Sell
5,529
-1,336
-19% -$603K 0.19% 106
2024
Q3 		$3.23M Sell
6,865
-837
-11% -$375K 0.31% 77
2024
Q2 		$3.15M Sell
7,702
-4,054
-34% -$1.69M 0.25% 81
2024
Q1 		$5.13M Sell
11,756
-682
-5% -$264K 0.39% 51
2023
Q4 		$4.21M Sell
12,438
-331
-3% -$111K 0.4% 55
2023
Q3 		$3.77M Sell
12,769
-266
-2% -$82.6K 0.41% 55
2023
Q2 		$4.24M Sell
13,035
-276
-2% -$80.4K 0.45% 47
2023
Q1 		$3.61M Sell
13,311
-783
-6% -$200K 0.41% 58
2022
Q4 		$3.02M Buy
14,094
+93
+0.7% +$19.2K 0.34% 75
2022
Q3 		$2.59M Sell
14,001
-107
-0.8% -$21.3K 0.34% 68
2022
Q2 		$2.59M Sell
14,108
-475
-3% -$94.5K 0.33% 70
2022
Q1 		$3.18M Sell
14,583
-244
-2% -$54.5K 0.35% 64
2021
Q4 		$3.84M Sell
14,827
-220
-1% -$54.2K 0.4% 57
2021
Q3 		$3.15M Sell
15,047
-467
-3% -$100K 0.36% 68
2021
Q2 		$3.2M Sell
15,514
-31
-0.2% -$6.46K 0.39% 61
2021
Q1 		$3.25M Buy
15,545
+5,754
+59% +$1.18M 0.42% 58
2020
Q4 		$2.25M Buy
9,791
+44
+0.5% +$8.98K 0.32% 81
2020
Q3 		$1.79M Buy
9,747
+247
+3% +$45.9K 0.26% 90
2020
Q2 		$1.63M Buy
9,500
+370
+4% +$59.6K 0.29% 83
2020
Q1 		$1.39M Buy
+9,130
New +$1.47M 0.31% 81
2018
Q3 		– Sell
-12,040
Closed -$1.63M – 992
2018
Q2 		$1.63M Buy
12,040
+150
+1% +$19.7K 0.31% 82
2018
Q1 		$1.43M Buy
+11,890
New +$1.44M 0.31% 82

Other funds holding RACE

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Mount Yale Investment Advisors opened a new position in Ferrari (RACE) in Q1 2026: 834 shares worth $279K. The stake represents 0.01% of the portfolio and ranks #922 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in RACE as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in RACE in Q1 2018 and has held it in 25 quarters since. The position peaked at $5.13M in Q1 2024. 714 funds tracked by Wall St. Rank hold RACE as of Q1 2026.

  • Mount Yale Investment Advisors held 834 shares of Ferrari worth $279K as of Q1 2026.
  • Ferrari was a new Mount Yale Investment Advisors position in Q1 2026.
  • Ferrari made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #922 holding.
  • Mount Yale Investment Advisors first reported a position in Ferrari in Q1 2018 and has held it in 25 quarters since.
  • Mount Yale Investment Advisors's Ferrari position peaked at $5.13M in Q1 2024.
  • 714 funds tracked by Wall St. Rank held Ferrari as of Q1 2026.

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