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Mount Yale Investment Advisors’s Best Buy BBY Stock Holding History

Mount Yale Investment Advisors’s Portfolio BBY Stock Details BBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.27M Sell
43,127
-1,266
-3% -$84.1K 0.06% 301
2026
Q1 		$2.85M Buy
+44,393
New +$2.91M 0.07% 298
2025
Q3 		– Sell
-111
Closed -$7.45K – 762
2025
Q2 		$7.45K Buy
+111
New +$7.54K ﹤0.01% 1178
2024
Q3 		– Sell
-66,060
Closed -$5.57M – 551
2024
Q2 		$5.57M Sell
66,060
-10,487
-14% -$833K 0.44% 40
2024
Q1 		$6.28M Buy
76,547
+1,858
+2% +$141K 0.48% 35
2023
Q4 		$5.85M Sell
74,689
-9,803
-12% -$690K 0.56% 31
2023
Q3 		$5.87M Sell
84,492
-1,744
-2% -$135K 0.64% 26
2023
Q2 		$7.07M Sell
86,236
-2,249
-3% -$168K 0.75% 13
2023
Q1 		$6.93M Buy
88,485
+764
+0.9% +$62.9K 0.78% 16
2022
Q4 		$7.04M Buy
87,721
+1,061
+1% +$78.1K 0.8% 21
2022
Q3 		$5.49M Buy
86,660
+2,780
+3% +$206K 0.73% 24
2022
Q2 		$5.47M Buy
83,880
+20,349
+32% +$1.7M 0.69% 31
2022
Q1 		$5.78M Buy
63,531
+11,159
+21% +$1.11M 0.63% 31
2021
Q4 		$5.32M Buy
52,372
+2,329
+5% +$265K 0.55% 39
2021
Q3 		$5.29M Buy
50,043
+1,819
+4% +$204K 0.61% 36
2021
Q2 		$5.54M Sell
48,224
-1,439
-3% -$168K 0.67% 33
2021
Q1 		$5.7M Sell
49,663
-3,059
-6% -$343K 0.74% 28
2020
Q4 		$5.26M Sell
52,722
-2,648
-5% -$296K 0.74% 28
2020
Q3 		$6.16M Sell
55,370
-10,514
-16% -$1.08M 0.88% 12
2020
Q2 		$5.75M Buy
+65,884
New +$5M 1.03% 13
2019
Q4 		– Sell
-102,021
Closed -$7.67M – 324
2019
Q3 		$7.67M Sell
102,021
-1,813
-2% -$126K 1.37% 16
2019
Q2 		$7.03M Sell
103,834
-10,166
-9% -$709K 1.3% 21
2019
Q1 		$8.1M Buy
114,000
+1,315
+1% +$82K 1.52% 12
2018
Q4 		$6.59M Buy
112,685
+10,662
+10% +$697K 1.34% 22
2018
Q3 		$7.43M Buy
102,023
+7,457
+8% +$578K 1.3% 19
2018
Q2 		$7.05M Buy
94,566
+4,501
+5% +$333K 1.33% 16
2018
Q1 		$6.3M Buy
+90,065
New +$6.48M 1.35% 15

Other funds holding BBY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Mount Yale Investment Advisors's BBY Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Best Buy (BBY) stake by 2.9% in Q2 2026, selling an estimated $84.1K and leaving 43,127 shares worth $3.27M. The position accounts for 0.06% of the portfolio, ranked #301.

Mount Yale Investment Advisors first reported a position in BBY in Q1 2018 and has held it in 27 quarters since. The position peaked at $8.1M in Q1 2019. 869 funds tracked by Wall St. Rank hold BBY as of Q2 2026.

  • Mount Yale Investment Advisors held 43,127 shares of Best Buy worth $3.27M as of Q2 2026.
  • Mount Yale Investment Advisors sold 1,266 Best Buy shares in Q2 2026, an estimated $84.1K.
  • Best Buy made up 0.06% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #301 holding.
  • Mount Yale Investment Advisors first reported a position in Best Buy in Q1 2018 and has held it in 27 quarters since.
  • Mount Yale Investment Advisors's Best Buy position peaked at $8.1M in Q1 2019.
  • 869 funds tracked by Wall St. Rank held Best Buy as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.