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Mount Yale Investment Advisors’s Floor & Decor FND Stock Holding History

Mount Yale Investment Advisors’s Portfolio FND Stock Details FND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.77M Buy
+54,447
New +$3.54M 0.06% 308
2023
Q3 		– Sell
-7,940
Closed -$825K – 505
2023
Q2 		$825K Sell
7,940
-266
-3% -$25.4K 0.09% 225
2023
Q1 		$806K Buy
+8,206
New +$737K 0.09% 234
2022
Q4 		– Sell
-8,966
Closed -$630K – 471
2022
Q3 		$630K Sell
8,966
-62
-0.7% -$4.98K 0.08% 239
2022
Q2 		$568K Sell
9,028
-39
-0.4% -$2.94K 0.07% 265
2022
Q1 		$734K Buy
9,067
+456
+5% +$46.2K 0.08% 247
2021
Q4 		$1.12M Sell
8,611
-16
-0.2% -$2.06K 0.12% 189
2021
Q3 		$1.04M Sell
8,627
-155
-2% -$18.5K 0.12% 188
2021
Q2 		$928K Buy
8,782
+49
+0.6% +$5.09K 0.11% 189
2021
Q1 		$834K Sell
8,733
-173
-2% -$16.8K 0.11% 198
2020
Q4 		$827K Buy
+8,906
New +$743K 0.12% 191

Other funds holding FND

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mount Yale Investment Advisors's FND Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Floor & Decor (FND) in Q1 2026: 54,447 shares worth $2.77M. The stake represents 0.06% of the portfolio and ranks #308 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in FND as recently as Q2 2023.

Mount Yale Investment Advisors first reported a position in FND in Q4 2020 and has held it in 11 quarters since. 445 funds tracked by Wall St. Rank hold FND as of Q1 2026.

  • Mount Yale Investment Advisors held 54,447 shares of Floor & Decor worth $2.77M as of Q1 2026.
  • Floor & Decor was a new Mount Yale Investment Advisors position in Q1 2026.
  • Floor & Decor made up 0.06% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #308 holding.
  • Mount Yale Investment Advisors first reported a position in Floor & Decor in Q4 2020 and has held it in 11 quarters since.
  • 445 funds tracked by Wall St. Rank held Floor & Decor as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.