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Mount Yale Investment Advisors’s Factset FDS Stock Holding History

Mount Yale Investment Advisors’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-27
Closed -$12.1K – 993
2025
Q2 		$12.1K Buy
+27
New +$11.8K ﹤0.01% 1115
2025
Q1 		– Sell
-1,572
Closed -$755K – 550
2024
Q4 		$755K Buy
1,572
+22
+1% +$10.5K 0.06% 256
2024
Q3 		$713K Sell
1,550
-107
-6% -$45.4K 0.07% 266
2024
Q2 		$677K Sell
1,657
-78
-4% -$33.1K 0.05% 284
2024
Q1 		$788K Sell
1,735
-109
-6% -$50.8K 0.06% 269
2023
Q4 		$880K Sell
1,844
-42
-2% -$18.9K 0.08% 221
2023
Q3 		$825K Sell
1,886
-16
-0.8% -$6.81K 0.09% 216
2023
Q2 		$762K Buy
+1,902
New +$767K 0.08% 244

Other funds holding FDS

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Factset (FDS) in Q3 2025, closing a stake of 27 shares — an estimated $12.1K sold.

Mount Yale Investment Advisors first reported a position in FDS in Q2 2023 and held it in 8 quarters. The position peaked at $880K in Q4 2023. 772 funds tracked by Wall St. Rank hold FDS as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Factset position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 27 Factset shares in Q3 2025, an estimated $12.1K.
  • Mount Yale Investment Advisors first reported a position in Factset in Q2 2023 and held it in 8 quarters.
  • Mount Yale Investment Advisors's Factset position peaked at $880K in Q4 2023.
  • 772 funds tracked by Wall St. Rank held Factset as of Q3 2025.

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