MAI Wealth Advisors »

EquipmentShare.com shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of EquipmentShare.com shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in EquipmentShare.com

Tip: Access up to 7 years of quarterly data

All positions including EquipmentShare.com held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in EquipmentShare.com by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $22k 1.1k 20.37

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Call Call Option (Principal) (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Amazon Call Call Option (Principal) (AMZN)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Call Call Option (Principal) (GOOGL)
Invesco Qqq Tr Call Call Option (Principal) (QQQ)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for MAI Wealth Advisors

Top funds holding EquipmentShare.com

Anchorage Capital Group
Insight Holdings
BDT Capital Partners
Tiger Global Management
Anchorage Capital Advisors
Fred Alger Management
Capital World Investors
Citadel Advisors
Federated Investors
BlackRock
Vanguard Capital Management
Morgan Stanley
Vanguard Portfolio Management
Millennium Management
Viking Global Investors

View all funds holding EquipmentShare.com