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Mount Yale Investment Advisors’s National Vision EYE Stock Holding History

Mount Yale Investment Advisors’s Portfolio EYE Stock Details EYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,541
Closed -$35.5K – 983
2025
Q2 		$35.5K Buy
+1,541
New +$26.3K ﹤0.01% 909

Other funds holding EYE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of National Vision (EYE) in Q3 2025, closing a stake of 1,541 shares — an estimated $35.5K sold.

Mount Yale Investment Advisors first reported a position in EYE in Q2 2025 and held it in 1 quarter. The position peaked at $35.5K in Q2 2025. 264 funds tracked by Wall St. Rank hold EYE as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining National Vision position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,541 National Vision shares in Q3 2025, an estimated $35.5K.
  • Mount Yale Investment Advisors first reported a position in National Vision in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's National Vision position peaked at $35.5K in Q2 2025.
  • 264 funds tracked by Wall St. Rank held National Vision as of Q3 2025.

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