First Manhattan’s Mobileye MBLY Stock Holding History

First Manhattan’s Portfolio MBLY Stock Details MBLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$255K	Sell	26,300 -300,024	-92%	-$2.67M	﹤0.01%	681
2026 Q1	$2.24M	Buy	+326,324	New	+$2.96M	0.01%	332
2024 Q2	–	Sell	-800	Closed	-$25.7K	–	1050
2024 Q1	$25.7K	Buy	800 +500	+167%	+$14.2K	﹤0.01%	992
2023 Q4	$13K	Hold	300	–	–	﹤0.01%	1078
2023 Q3	$12.5K	Hold	300	–	–	﹤0.01%	1091
2023 Q2	$11.5K	Buy	+300	New	+$12.2K	﹤0.01%	1115

Other funds holding MBLY

Intel Corp Santa Clara, California $621M AUM 34.06% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

First Manhattan's MBLY Position: Q2 2026 in Review

First Manhattan reduced its Mobileye (MBLY) stake by 92% in Q2 2026, selling an estimated $2.67M and leaving 26,300 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #681.

First Manhattan first reported a position in MBLY in Q2 2023 and has held it in 6 quarters since. The position peaked at $2.24M in Q1 2026. 296 funds tracked by Wall St. Rank hold MBLY as of Q2 2026.

First Manhattan held 26,300 shares of Mobileye worth $255K as of Q2 2026.
First Manhattan sold 300,024 Mobileye shares in Q2 2026, an estimated $2.67M.
Mobileye made up ﹤0.01% of First Manhattan's portfolio in Q2 2026, its #681 holding.
First Manhattan first reported a position in Mobileye in Q2 2023 and has held it in 6 quarters since.
First Manhattan's Mobileye position peaked at $2.24M in Q1 2026.
296 funds tracked by Wall St. Rank held Mobileye as of Q2 2026.

Based on First Manhattan's 13F filing for Q2 2026, filed 14 Aug 2026.