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Mount Yale Investment Advisors’s Targa Resources TRGP Stock Holding History

Mount Yale Investment Advisors’s Portfolio TRGP Stock Details TRGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1M Sell
3,734
-2,698
-42% -$693K 0.02% 582
2026
Q1 		$1.61M Buy
6,432
+2,117
+49% +$459K 0.04% 417
2025
Q4 		$796K Buy
4,315
+2,249
+109% +$379K 0.04% 361
2025
Q3 		$346K Buy
2,066
+1,763
+582% +$294K 0.02% 494
2025
Q2 		$52.7K Buy
+303
New +$50.9K ﹤0.01% 806

Other funds holding TRGP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Mount Yale Investment Advisors reduced its Targa Resources (TRGP) stake by 42% in Q2 2026, selling an estimated $693K and leaving 3,734 shares worth $1M. The position accounts for 0.02% of the portfolio, ranked #582.

Mount Yale Investment Advisors first reported a position in TRGP in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.61M in Q1 2026. 1,095 funds tracked by Wall St. Rank hold TRGP as of Q2 2026.

  • Mount Yale Investment Advisors held 3,734 shares of Targa Resources worth $1M as of Q2 2026.
  • Mount Yale Investment Advisors sold 2,698 Targa Resources shares in Q2 2026, an estimated $693K.
  • Targa Resources made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #582 holding.
  • Mount Yale Investment Advisors first reported a position in Targa Resources in Q2 2025 and has held it in 5 quarters since.
  • Mount Yale Investment Advisors's Targa Resources position peaked at $1.61M in Q1 2026.
  • 1,095 funds tracked by Wall St. Rank held Targa Resources as of Q2 2026.

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