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Mount Yale Investment Advisors’s Netflix NFLX Stock Holding History

Mount Yale Investment Advisors’s Portfolio NFLX Stock Details NFLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-39,378
Closed -$3.47M – 1123
2025
Q4 		$3.69M Buy
39,378
+16,678
+73% +$1.8M 0.18% 124
2025
Q3 		$2.72M Sell
22,700
-10,450
-32% -$1.28M 0.19% 127
2025
Q2 		$4.35M Sell
33,150
-10,150
-23% -$1.15M 0.34% 55
2025
Q1 		$4.04M Sell
43,300
-2,460
-5% -$234K 0.35% 53
2024
Q4 		$4.08M Buy
45,760
+13,220
+41% +$1.09M 0.33% 59
2024
Q3 		$2.31M Sell
32,540
-11,040
-25% -$738K 0.22% 102
2024
Q2 		$2.94M Buy
43,580
+2,710
+7% +$169K 0.23% 89
2024
Q1 		$2.48M Buy
40,870
+7,960
+24% +$449K 0.19% 109
2023
Q4 		$1.6M Sell
32,910
-940
-3% -$41K 0.15% 142
2023
Q3 		$1.28M Sell
33,850
-4,190
-11% -$178K 0.14% 156
2023
Q2 		$1.68M Buy
38,040
+9,120
+32% +$336K 0.18% 127
2023
Q1 		$999K Buy
28,920
+13,630
+89% +$451K 0.11% 183
2022
Q4 		$451K Buy
15,290
+4,750
+45% +$133K 0.05% 294
2022
Q3 		$248K Buy
+10,540
New +$234K 0.03% 376
2021
Q2 		– Sell
-7,440
Closed -$388K – 443
2021
Q1 		$388K Buy
7,440
+160
+2% +$8.49K 0.05% 286
2020
Q4 		$394K Buy
7,280
+10
+0.1% +$507 0.06% 273
2020
Q3 		$364K Sell
7,270
-25,500
-78% -$1.27M 0.05% 264
2020
Q2 		$1.49M Buy
32,770
+4,580
+16% +$195K 0.27% 94
2020
Q1 		$1.06M Sell
28,190
-480
-2% -$17K 0.24% 107
2019
Q4 		$989K Sell
28,670
-490
-2% -$14.5K 0.17% 121
2019
Q3 		$852K Sell
29,160
-980
-3% -$30.7K 0.15% 125
2019
Q2 		$917K Buy
30,140
+2,920
+11% +$105K 0.17% 117
2019
Q1 		$971K Sell
27,220
-60
-0.2% -$2.08K 0.18% 115
2018
Q4 		$943K Sell
27,280
-2,670
-9% -$79.9K 0.19% 118
2018
Q3 		$981K Buy
29,950
+27,100
+951% +$984K 0.17% 113
2018
Q2 		$112K Sell
2,850
-360
-11% -$12.3K 0.02% 422
2018
Q1 		$95K Buy
+3,210
New +$87.4K 0.02% 474

Other funds holding NFLX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Mount Yale Investment Advisors sold out of Netflix (NFLX) in Q1 2026, closing a stake of 39,378 shares — an estimated $3.47M sold.

Mount Yale Investment Advisors first reported a position in NFLX in Q1 2018 and held it in 27 quarters. The position peaked at $4.35M in Q2 2025. 3,608 funds tracked by Wall St. Rank hold NFLX as of Q1 2026.

  • Mount Yale Investment Advisors reported no remaining Netflix position as of Q1 2026 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 39,378 Netflix shares in Q1 2026, an estimated $3.47M.
  • Mount Yale Investment Advisors first reported a position in Netflix in Q1 2018 and held it in 27 quarters.
  • Mount Yale Investment Advisors's Netflix position peaked at $4.35M in Q2 2025.
  • 3,608 funds tracked by Wall St. Rank held Netflix as of Q1 2026.

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