Planned Solutions’s MYR Group MYRG Stock Holding History

Planned Solutions’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
2026 Q3	$263K	Hold	900	–	–	0.07%	123
2026 Q2	$450K	Hold	900	–	–	0.13%	81
2026 Q1	$254K	Buy	+900	New	+$234K	0.08%	113
2024 Q4	–	Sell	-900	Closed	-$92K	–	442
2024 Q3	$92K	Buy	+900	New	+$102K	0.04%	220
2024 Q1	–	Sell	-900	Closed	-$130K	–	376
2023 Q4	$130K	Buy	+900	New	+$116K	0.06%	142
2021 Q1	–	Sell	-900	Closed	-$54K	–	282
2020 Q4	$54K	Buy	+900	New	+$44.7K	0.04%	185

Other funds holding MYRG

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WTG

West Tower Group Richmond, Virginia $27M AUM 33.41% 1-Year Est. Return

ADBIC

A.D. Beadell Investment Counsel Mequon, Wisconsin $151M AUM 13.87% 1-Year Est. Return

Planned Solutions's MYRG Position: Q3 2026 in Review

Planned Solutions held its MYR Group (MYRG) position steady in Q3 2026 at 900 shares worth $263K. The position accounts for 0.07% of the portfolio, ranked #123.

Planned Solutions first reported a position in MYRG in Q4 2020 and has held it in 6 quarters since. The position peaked at $450K in Q2 2026. 37 funds tracked by Wall St. Rank hold MYRG as of Q3 2026.

Planned Solutions held 900 shares of MYR Group worth $263K as of Q3 2026.
Planned Solutions left its MYR Group share count unchanged in Q3 2026.
MYR Group made up 0.07% of Planned Solutions's portfolio in Q3 2026, its #123 holding.
Planned Solutions first reported a position in MYR Group in Q4 2020 and has held it in 6 quarters since.
Planned Solutions's MYR Group position peaked at $450K in Q2 2026.
37 funds tracked by Wall St. Rank held MYR Group as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.