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Mount Yale Investment Advisors’s Jones Lang LaSalle JLL Stock Holding History

Mount Yale Investment Advisors’s Portfolio JLL Stock Details JLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-716
Closed -$214K – 767
2025
Q3 		$214K Buy
716
+687
+2,369% +$196K 0.01% 615
2025
Q2 		$7.42K Buy
+29
New +$6.65K ﹤0.01% 1179

Other funds holding JLL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mount Yale Investment Advisors's JLL Position: Q4 2025 in Review

Mount Yale Investment Advisors sold out of Jones Lang LaSalle (JLL) in Q4 2025, closing a stake of 716 shares — an estimated $214K sold.

Mount Yale Investment Advisors first reported a position in JLL in Q2 2025 and held it in 2 quarters. The position peaked at $214K in Q3 2025. 644 funds tracked by Wall St. Rank hold JLL as of Q4 2025.

  • Mount Yale Investment Advisors reported no remaining Jones Lang LaSalle position as of Q4 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 716 Jones Lang LaSalle shares in Q4 2025, an estimated $214K.
  • Mount Yale Investment Advisors first reported a position in Jones Lang LaSalle in Q2 2025 and held it in 2 quarters.
  • Mount Yale Investment Advisors's Jones Lang LaSalle position peaked at $214K in Q3 2025.
  • 644 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q4 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.