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Mount Yale Investment Advisors’s Roblox RBLX Stock Holding History

Mount Yale Investment Advisors’s Portfolio RBLX Stock Details RBLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-7,227
Closed -$760K – 1391
2025
Q2 		$760K Buy
+7,227
New +$568K 0.06% 262

Other funds holding RBLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Roblox (RBLX) in Q3 2025, closing a stake of 7,227 shares — an estimated $760K sold.

Mount Yale Investment Advisors first reported a position in RBLX in Q2 2025 and held it in 1 quarter. The position peaked at $760K in Q2 2025. 1,025 funds tracked by Wall St. Rank hold RBLX as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Roblox position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 7,227 Roblox shares in Q3 2025, an estimated $760K.
  • Mount Yale Investment Advisors first reported a position in Roblox in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Roblox position peaked at $760K in Q2 2025.
  • 1,025 funds tracked by Wall St. Rank held Roblox as of Q3 2025.

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