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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 		$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 $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. 3,611 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.
  • 3,611 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.