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Mount Yale Investment Advisors’s KE Holdings BEKE Stock Holding History

Mount Yale Investment Advisors’s Portfolio BEKE Stock Details BEKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-8
Closed -$142 – 766
2025
Q2 		$142 Buy
+8
New +$154 ﹤0.01% 1463

Other funds holding BEKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
HCVG
H Capital V GP Grand Cayman, Cayman Islands $74.1M AUM 25.49% 1-Year Est. Return

Mount Yale Investment Advisors's BEKE Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of KE Holdings (BEKE) in Q3 2025, closing a stake of 8 shares — an estimated $142 sold.

Mount Yale Investment Advisors first reported a position in BEKE in Q2 2025 and held it in 1 quarter. The position peaked at $142 in Q2 2025. 241 funds tracked by Wall St. Rank hold BEKE as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining KE Holdings position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 8 KE Holdings shares in Q3 2025, an estimated $142.
  • Mount Yale Investment Advisors first reported a position in KE Holdings in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's KE Holdings position peaked at $142 in Q2 2025.
  • 241 funds tracked by Wall St. Rank held KE Holdings as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.