Mount Yale Investment Advisors’s Sunbelt Rentals Holdings SUNB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$383K	Buy	+5,878	New	+$413K	0.01%	802

Other funds holding SUNB

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

ABI

Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Mount Yale Investment Advisors opened a new position in Sunbelt Rentals Holdings (SUNB) in Q1 2026: 5,878 shares worth $383K. The stake represents 0.01% of the portfolio and ranks #802 among its holdings.

407 funds tracked by Wall St. Rank hold SUNB as of Q1 2026.

Mount Yale Investment Advisors held 5,878 shares of Sunbelt Rentals Holdings worth $383K as of Q1 2026.
Sunbelt Rentals Holdings was a new Mount Yale Investment Advisors position in Q1 2026.
Sunbelt Rentals Holdings made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #802 holding.
407 funds tracked by Wall St. Rank held Sunbelt Rentals Holdings as of Q1 2026.

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