Mount Yale Investment Advisors’s Stem STEM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-10	Closed	-$62	–	1488
2025 Q2	$62	Buy	+10	New	+$90	﹤0.01%	1475

Other funds holding STEM

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Stem (STEM) in Q3 2025, closing a stake of 10 shares — an estimated $62 sold.

Mount Yale Investment Advisors first reported a position in STEM in Q2 2025 and held it in 1 quarter. The position peaked at $62 in Q2 2025. 85 funds tracked by Wall St. Rank hold STEM as of Q3 2025.

Mount Yale Investment Advisors reported no remaining Stem position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 10 Stem shares in Q3 2025, an estimated $62.
Mount Yale Investment Advisors first reported a position in Stem in Q2 2025 and held it in 1 quarter.
Mount Yale Investment Advisors's Stem position peaked at $62 in Q2 2025.
85 funds tracked by Wall St. Rank held Stem as of Q3 2025.

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