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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 		– Sell
-123,948
Closed -$11.8M – 1246
2026
Q1 		$11.8M Buy
+123,948
New +$10.9M 0.27% 81
2025
Q2 		– Sell
-1,000
Closed -$19.5K – 1509
2025
Q1 		$19.5K Buy
+1,000
New +$95.1K ﹤0.01% 530

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 $3.38T AUM 44.17% 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. 3,393 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.
  • 3,393 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.