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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
Q2 		$7.57M Buy
+107,122
New +$9.43M 0.14% 168
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Mount Yale Investment Advisors's NFLX Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in Netflix (NFLX) in Q2 2026: 107,122 shares worth $7.57M. The stake represents 0.14% of the portfolio and ranks #168 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in NFLX as recently as Q4 2025.

Mount Yale Investment Advisors first reported a position in NFLX in Q1 2018 and has held it in 28 quarters since. 3,387 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

  • Mount Yale Investment Advisors held 107,122 shares of Netflix worth $7.57M as of Q2 2026.
  • Netflix was a new Mount Yale Investment Advisors position in Q2 2026.
  • Netflix made up 0.14% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #168 holding.
  • Mount Yale Investment Advisors first reported a position in Netflix in Q1 2018 and has held it in 28 quarters since.
  • 3,387 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.