Mount Yale Investment Advisors’s Fortune Brands Innovations FBIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
– Sell
-499
Closed -$25.7K – 987
2025
Q2
$25.7K Buy
+499
New +$26.1K ﹤0.01% 992
2023
Q1
– Sell
-8,358
Closed -$477K – 497
2022
Q4
$477K Sell
8,358
-1,416
-14% -$74.4K 0.05% 286
2022
Q3
$449K Buy
9,774
+22
+0.2% +$1.2K 0.06% 280
2022
Q2
$499K Sell
9,752
-212
-2% -$12.4K 0.06% 292
2022
Q1
$633K Sell
9,964
-709
-7% -$54.5K 0.07% 270
2021
Q4
$975K Sell
10,673
-87
-0.8% -$7.53K 0.1% 205
2021
Q3
$822K Sell
10,760
-293
-3% -$24.4K 0.09% 216
2021
Q2
$941K Sell
11,053
-743
-6% -$65K 0.11% 184
2021
Q1
$966K Sell
11,796
-1,833
-13% -$139K 0.13% 171
2020
Q4
$999K Sell
13,629
-246
-2% -$17.9K 0.14% 166
2020
Q3
$1.03M Sell
13,875
-731
-5% -$48.9K 0.15% 148
2020
Q2
$798K Sell
14,606
-2,945
-17% -$137K 0.14% 153
2020
Q1
$649K Buy
17,551
+1,414
+9% +$74.7K 0.15% 140
2019
Q4
$948K Sell
16,137
-1,526
-9% -$80.3K 0.16% 123
2019
Q3
$942K Sell
17,663
-1,016
-5% -$46.2K 0.17% 121
2019
Q2
$830K Buy
18,679
+339
+2% +$15.1K 0.15% 120
2019
Q1
$746K Buy
18,340
+453
+3% +$17.4K 0.14% 128
2018
Q4
$691K Buy
17,887
+1,086
+6% +$41K 0.14% 139
2018
Q3
$653K Buy
+16,801
New +$790K 0.11% 143

Other funds holding FBIN

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

Mount Yale Investment Advisors sold out of Fortune Brands Innovations (FBIN) in Q3 2025, closing a stake of 499 shares — an estimated $25.7K sold.

Mount Yale Investment Advisors first reported a position in FBIN in Q3 2018 and held it in 19 quarters. The position peaked at $1.03M in Q3 2020. 541 funds tracked by Wall St. Rank hold FBIN as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Fortune Brands Innovations position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 499 Fortune Brands Innovations shares in Q3 2025, an estimated $25.7K.
  • Mount Yale Investment Advisors first reported a position in Fortune Brands Innovations in Q3 2018 and held it in 19 quarters.
  • Mount Yale Investment Advisors's Fortune Brands Innovations position peaked at $1.03M in Q3 2020.
  • 541 funds tracked by Wall St. Rank held Fortune Brands Innovations as of Q3 2025.

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