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Mount Yale Investment Advisors’s Brady Corp BRC Stock Holding History

Mount Yale Investment Advisors’s Portfolio BRC Stock Details BRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,346
Closed -$91.5K – 791
2025
Q2 		$91.5K Buy
+1,346
New +$93.7K 0.01% 678

Other funds holding BRC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Brady Corp (BRC) in Q3 2025, closing a stake of 1,346 shares — an estimated $91.5K sold.

Mount Yale Investment Advisors first reported a position in BRC in Q2 2025 and held it in 1 quarter. The position peaked at $91.5K in Q2 2025. 295 funds tracked by Wall St. Rank hold BRC as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Brady Corp position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,346 Brady Corp shares in Q3 2025, an estimated $91.5K.
  • Mount Yale Investment Advisors first reported a position in Brady Corp in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Brady Corp position peaked at $91.5K in Q2 2025.
  • 295 funds tracked by Wall St. Rank held Brady Corp as of Q3 2025.

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