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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

PFCS

Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Mount Yale Investment Advisors opened a new position in Ziff Davis (ZD) in Q1 2026: 7,084 shares worth $297K. The stake represents 0.01% of the portfolio and ranks #896 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in ZD as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in ZD in Q3 2020 and has held it in 12 quarters since. The position peaked at $318K in Q4 2024. 274 funds tracked by Wall St. Rank hold ZD as of Q1 2026.

Mount Yale Investment Advisors held 7,084 shares of Ziff Davis worth $297K as of Q1 2026.
Ziff Davis was a new Mount Yale Investment Advisors position in Q1 2026.
Ziff Davis made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #896 holding.
Mount Yale Investment Advisors first reported a position in Ziff Davis in Q3 2020 and has held it in 12 quarters since.
Mount Yale Investment Advisors's Ziff Davis position peaked at $318K in Q4 2024.
274 funds tracked by Wall St. Rank held Ziff Davis as of Q1 2026.

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