West Oak Capital’s MYR Group MYRG Stock Holding History

West Oak Capital’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 Q3	$156K	Sell	750 -600	-44%	-$112K	0.06%	122
2025 Q2	$245K	Hold	1,350	–	–	0.1%	113
2025 Q1	$153K	Hold	1,350	–	–	0.06%	126
2024 Q4	$201K	Hold	1,350	–	–	0.07%	116
2024 Q3	$138K	Hold	1,350	–	–	0.03%	134
2024 Q2	$183K	Hold	1,350	–	–	0.07%	125
2024 Q1	$239K	Hold	1,350	–	–	0.1%	113
2023 Q4	$188K	Sell	1,350 -40	-3%	-$5.15K	0.09%	126
2023 Q3	$187K	Hold	1,390	–	–	0.09%	118
2023 Q2	$192K	Hold	1,390	–	–	0.09%	120
2023 Q1	$175K	Buy	1,390 +225	+19%	+$24.2K	0.09%	120
2022 Q4	$107K	Sell	1,165 -225	-16%	-$20.4K	0.06%	134
2022 Q3	$118K	Hold	1,390	–	–	0.06%	131
2022 Q2	$123K	Sell	1,390 -100	-7%	-$8.76K	0.06%	134
2022 Q1	$140K	Hold	1,490	–	–	0.06%	137
2021 Q4	$165K	Sell	1,490 -375	-20%	-$40.7K	0.06%	134
2021 Q3	$186K	Hold	1,865	–	–	0.07%	129
2021 Q2	$170K	Sell	1,865 -35	-2%	-$2.85K	0.07%	134
2021 Q1	$136K	Hold	1,900	–	–	0.06%	137
2020 Q4	$114K	Buy	+1,900	New	+$94.4K	0.05%	135

Other funds holding MYRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

West Oak Capital's MYRG Position: Q3 2025 in Review

West Oak Capital reduced its MYR Group (MYRG) stake by 44% in Q3 2025, selling an estimated $112K and leaving 750 shares worth $156K. The position accounts for 0.06% of the portfolio, ranked #122.

West Oak Capital first reported a position in MYRG in Q4 2020 and has held it in 20 quarters since. The position peaked at $245K in Q2 2025. 334 funds tracked by Wall St. Rank hold MYRG as of Q3 2025.

West Oak Capital held 750 shares of MYR Group worth $156K as of Q3 2025.
West Oak Capital sold 600 MYR Group shares in Q3 2025, an estimated $112K.
MYR Group made up 0.06% of West Oak Capital's portfolio in Q3 2025, its #122 holding.
West Oak Capital first reported a position in MYR Group in Q4 2020 and has held it in 20 quarters since.
West Oak Capital's MYR Group position peaked at $245K in Q2 2025.
334 funds tracked by Wall St. Rank held MYR Group as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.