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Mount Yale Investment Advisors’s Ziff Davis ZD Stock Holding History

Mount Yale Investment Advisors’s Portfolio ZD Stock Details ZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$320K Sell
6,109
-975
-14% -$44.1K 0.01% 956
2026
Q1 		$297K Buy
+7,084
New +$260K 0.01% 896
2025
Q3 		– Sell
-5,984
Closed -$181K – 1635
2025
Q2 		$181K Buy
5,984
+111
+2% +$3.57K 0.01% 551
2025
Q1 		$221K Buy
5,873
+15
+0.3% +$719 0.02% 501
2024
Q4 		$318K Buy
+5,858
New +$307K 0.03% 428
2023
Q2 		– Sell
-2,633
Closed -$206K – 517
2023
Q1 		$206K Sell
2,633
-64
-2% -$5.25K 0.02% 460
2022
Q4 		$213K Buy
+2,697
New +$217K 0.02% 424
2022
Q2 		– Sell
-2,140
Closed -$207K – 505
2022
Q1 		$207K Buy
+2,140
New +$219K 0.02% 446
2021
Q4 		– Sell
-2,149
Closed -$255K – 500
2021
Q3 		$255K Sell
2,149
-352
-14% -$42.3K 0.03% 388
2021
Q2 		$299K Sell
2,501
-35
-1% -$3.85K 0.04% 322
2021
Q1 		$264K Sell
2,536
-648
-20% -$61K 0.03% 343
2020
Q4 		$271K Sell
3,184
-399
-11% -$28.9K 0.04% 317
2020
Q3 		$216K Buy
+3,583
New +$203K 0.03% 324

Other funds holding ZD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
PFCS
Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Mount Yale Investment Advisors reduced its Ziff Davis (ZD) stake by 14% in Q2 2026, selling an estimated $44.1K and leaving 6,109 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #956.

Mount Yale Investment Advisors first reported a position in ZD in Q3 2020 and has held it in 13 quarters since. 267 funds tracked by Wall St. Rank hold ZD as of Q2 2026.

  • Mount Yale Investment Advisors held 6,109 shares of Ziff Davis worth $320K as of Q2 2026.
  • Mount Yale Investment Advisors sold 975 Ziff Davis shares in Q2 2026, an estimated $44.1K.
  • Ziff Davis made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #956 holding.
  • Mount Yale Investment Advisors first reported a position in Ziff Davis in Q3 2020 and has held it in 13 quarters since.
  • 267 funds tracked by Wall St. Rank held Ziff Davis as of Q2 2026.

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