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Optivise Advisory Services’s MYR Group MYRG Stock Holding History

Optivise Advisory Services’s Portfolio MYRG Stock Details MYRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,156
Closed -$240K – 216
2025
Q3 		$240K Buy
+1,156
New +$216K 0.14% 158

Other funds holding MYRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Optivise Advisory Services's MYRG Position: Q4 2025 in Review

Optivise Advisory Services sold out of MYR Group (MYRG) in Q4 2025, closing a stake of 1,156 shares — an estimated $240K sold.

Optivise Advisory Services first reported a position in MYRG in Q3 2025 and held it in 1 quarter. The position peaked at $240K in Q3 2025. 351 funds tracked by Wall St. Rank hold MYRG as of Q4 2025.

  • Optivise Advisory Services reported no remaining MYR Group position as of Q4 2025 after selling out during the quarter.
  • Optivise Advisory Services sold 1,156 MYR Group shares in Q4 2025, an estimated $240K.
  • Optivise Advisory Services first reported a position in MYR Group in Q3 2025 and held it in 1 quarter.
  • Optivise Advisory Services's MYR Group position peaked at $240K in Q3 2025.
  • 351 funds tracked by Wall St. Rank held MYR Group as of Q4 2025.

Based on Optivise Advisory Services's 13F filing for Q4 2025, filed 12 Jan 2026.