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Whalen Wealth Management’s MYR Group MYRG Stock Holding History

Whalen Wealth Management’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
-4,501
Closed -$936K – 217
2025
Q3 		$936K Buy
+4,501
New +$840K 0.55% 43

Other funds holding MYRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $204B AUM 27.99% 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

Whalen Wealth Management's MYRG Position: Q4 2025 in Review

Whalen Wealth Management sold out of MYR Group (MYRG) in Q4 2025, closing a stake of 4,501 shares — an estimated $936K sold.

Whalen Wealth Management first reported a position in MYRG in Q3 2025 and held it in 1 quarter. The position peaked at $936K in Q3 2025. 351 funds tracked by Wall St. Rank hold MYRG as of Q4 2025.

  • Whalen Wealth Management reported no remaining MYR Group position as of Q4 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 4,501 MYR Group shares in Q4 2025, an estimated $936K.
  • Whalen Wealth Management first reported a position in MYR Group in Q3 2025 and held it in 1 quarter.
  • Whalen Wealth Management's MYR Group position peaked at $936K in Q3 2025.
  • 351 funds tracked by Wall St. Rank held MYR Group as of Q4 2025.

Based on Whalen Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.