MYIA
BRBR icon

Mount Yale Investment Advisors’s BellRing Brands BRBR Stock Holding History

Mount Yale Investment Advisors’s Portfolio BRBR Stock Details BRBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-42
Closed -$2.43K – 790
2025
Q2 		$2.43K Sell
42
-2,890
-99% -$193K ﹤0.01% 1313
2025
Q1 		$218K Sell
2,932
-1,220
-29% -$89.6K 0.02% 503
2024
Q4 		$313K Buy
4,152
+83
+2% +$5.9K 0.03% 433
2024
Q3 		$247K Buy
4,069
+12
+0.3% +$666 0.02% 486
2024
Q2 		$232K Sell
4,057
-683
-14% -$39.1K 0.02% 496
2024
Q1 		$280K Sell
4,740
-1,492
-24% -$85K 0.02% 465
2023
Q4 		$345K Sell
6,232
-2,961
-32% -$143K 0.03% 386
2023
Q3 		$379K Sell
9,193
-1,320
-13% -$50.6K 0.04% 354
2023
Q2 		$385K Sell
10,513
-2,370
-18% -$85K 0.04% 345
2023
Q1 		$438K Sell
12,883
-2,459
-16% -$72.6K 0.05% 317
2022
Q4 		$393K Buy
15,342
+4,125
+37% +$99.2K 0.04% 310
2022
Q3 		$231K Buy
11,217
+1,673
+18% +$40.2K 0.03% 393
2022
Q2 		$238K Buy
+9,544
New +$233K 0.03% 413

Other funds holding BRBR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of BellRing Brands (BRBR) in Q3 2025, closing a stake of 42 shares — an estimated $2.43K sold.

Mount Yale Investment Advisors first reported a position in BRBR in Q2 2022 and held it in 13 quarters. The position peaked at $438K in Q1 2023. 436 funds tracked by Wall St. Rank hold BRBR as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining BellRing Brands position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 42 BellRing Brands shares in Q3 2025, an estimated $2.43K.
  • Mount Yale Investment Advisors first reported a position in BellRing Brands in Q2 2022 and held it in 13 quarters.
  • Mount Yale Investment Advisors's BellRing Brands position peaked at $438K in Q1 2023.
  • 436 funds tracked by Wall St. Rank held BellRing Brands as of Q3 2025.

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