Mount Yale Investment Advisors’s Fox Class A FOXA Stock Holding History

Mount Yale Investment Advisors’s Portfolio FOXA Stock Details FOXA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,364	Closed	-$76.4K	–	1017
2025 Q2	$76.4K	Buy	+1,364	New	+$71.9K	0.01%	704
2024 Q3	–	Sell	-161,244	Closed	-$5.54M	–	569
2024 Q2	$5.54M	Sell	161,244 -24,323	-13%	-$794K	0.44%	41
2024 Q1	$5.8M	Buy	185,567 +29,608	+19%	+$899K	0.45%	44
2023 Q4	$4.63M	Sell	155,959 -47,105	-23%	-$1.43M	0.44%	47
2023 Q3	$6.34M	Sell	203,064 -2,263	-1%	-$74.3K	0.69%	19
2023 Q2	$6.98M	Sell	205,327 -6,505	-3%	-$213K	0.74%	17
2023 Q1	$7.21M	Buy	211,832 +2,249	+1%	+$76K	0.81%	12
2022 Q4	$6.37M	Buy	+209,583	New	+$6.4M	0.72%	30
2019 Q4	–	Sell	-6,479	Closed	-$223K	–	329
2019 Q3	$223K	Buy	+6,479	New	+$224K	0.04%	290

Other funds holding FOXA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Fox Class A (FOXA) in Q3 2025, closing a stake of 1,364 shares — an estimated $76.4K sold.

Mount Yale Investment Advisors first reported a position in FOXA in Q3 2019 and held it in 9 quarters. The position peaked at $7.21M in Q1 2023. 717 funds tracked by Wall St. Rank hold FOXA as of Q3 2025.

Mount Yale Investment Advisors reported no remaining Fox Class A position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 1,364 Fox Class A shares in Q3 2025, an estimated $76.4K.
Mount Yale Investment Advisors first reported a position in Fox Class A in Q3 2019 and held it in 9 quarters.
Mount Yale Investment Advisors's Fox Class A position peaked at $7.21M in Q1 2023.
717 funds tracked by Wall St. Rank held Fox Class A as of Q3 2025.

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