4J Wealth Management’s Netflix NFLX Stock Holding History

4J Wealth Management’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 Q3	$315K	Buy	4,523 +443	+11%	+$33.3K	0.15%	89
2026 Q2	$291K	Hold	4,080	–	–	0.14%	82
2026 Q1	$392K	Hold	4,080	–	–	0.22%	66
2025 Q4	$383K	Sell	4,080 -350	-8%	-$37.7K	0.22%	65
2025 Q3	$531K	Buy	4,430 +200	+5%	+$24.4K	0.31%	50
2025 Q2	$566K	Sell	4,230 -10	-0.2%	-$1.13K	0.38%	48
2025 Q1	$395K	Sell	4,240 -20	-0.5%	-$1.9K	0.31%	53
2024 Q4	$380K	Hold	4,260	–	–	0.31%	54
2024 Q3	$302K	Hold	4,260	–	–	0.23%	69
2024 Q2	$287K	Sell	4,260 -260	-6%	-$16.2K	0.24%	67
2024 Q1	$275K	Sell	4,520 -670	-13%	-$37.8K	0.24%	72
2023 Q4	$253K	Sell	5,190 -490	-9%	-$21.4K	0.23%	72
2023 Q3	$214K	Hold	5,680	–	–	0.21%	81
2023 Q2	$250K	Buy	+5,680	New	+$209K	0.24%	70
2023 Q1	–	Sell	-6,920	Closed	-$204K	–	80
2022 Q4	$204K	Buy	+6,920	New	+$194K	0.24%	74
2022 Q2	–	Sell	-14,410	Closed	-$540K	–	79
2022 Q1	$540K	Buy	14,410 +600	+4%	+$25K	0.47%	40
2021 Q4	$832K	Buy	13,810 +170	+1%	+$10.9K	0.7%	33
2021 Q3	$833K	Hold	13,640	–	–	0.72%	36
2021 Q2	$720K	Buy	13,640 +500	+4%	+$25.6K	0.63%	37
2021 Q1	$685K	Buy	13,140 +360	+3%	+$19.1K	0.64%	40
2020 Q4	$691K	Buy	+12,780	New	+$648K	0.67%	38

Other funds holding NFLX

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

4J Wealth Management's NFLX Position: Q3 2026 in Review

4J Wealth Management increased its Netflix (NFLX) stake by 11% in Q3 2026, buying an estimated $33.3K and bringing the position to 4,523 shares worth $315K. The position accounts for 0.15% of the portfolio, ranked #89.

4J Wealth Management first reported a position in NFLX in Q4 2020 and has held it in 21 quarters since. The position peaked at $833K in Q3 2021. 1,548 funds tracked by Wall St. Rank hold NFLX as of Q3 2026.

4J Wealth Management held 4,523 shares of Netflix worth $315K as of Q3 2026.
4J Wealth Management bought 443 Netflix shares in Q3 2026, an estimated $33.3K.
Netflix made up 0.15% of 4J Wealth Management's portfolio in Q3 2026, its #89 holding.
4J Wealth Management first reported a position in Netflix in Q4 2020 and has held it in 21 quarters since.
4J Wealth Management's Netflix position peaked at $833K in Q3 2021.
1,548 funds tracked by Wall St. Rank held Netflix as of Q3 2026.

Based on 4J Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.