Advocacy Wealth Management Services’s Netflix NFLX Stock Holding History

Advocacy Wealth Management Services’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	$11.2M	Sell	156,583 -2,849	-2%	-$251K	0.41%	47
2026 Q1	$15.3M	Buy	159,432 +52,150	+49%	+$4.6M	0.68%	34
2025 Q4	$10.1M	Sell	107,282 -888	-0.8%	-$95.7K	0.42%	53
2025 Q3	$13M	Buy	+108,170	New	+$13.2M	0.56%	45
2017 Q3	–	Sell	-3,080	Closed	-$46K	–	282
2017 Q2	$46K	Sell	3,080 -1,060	-26%	-$16.3K	0.02%	78
2017 Q1	$61K	Buy	4,140 +140	+4%	+$1.96K	0.02%	67
2016 Q4	$50K	Hold	4,000	–	–	0.02%	71
2016 Q3	$39K	Hold	4,000	–	–	0.02%	135
2016 Q2	$37K	Buy	4,000 +3,000	+300%	+$28.8K	0.02%	176
2016 Q1	$10K	Hold	1,000	–	–	0.01%	353
2015 Q4	$11K	Buy	+1,000	New	+$11.4K	0.01%	333

Other funds holding NFLX

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Advocacy Wealth Management Services's NFLX Position: Q2 2026 in Review

Advocacy Wealth Management Services reduced its Netflix (NFLX) stake by 1.8% in Q2 2026, selling an estimated $251K and leaving 156,583 shares worth $11.2M. The position accounts for 0.41% of the portfolio, ranked #47.

Advocacy Wealth Management Services first reported a position in NFLX in Q4 2015 and has held it in 11 quarters since. The position peaked at $15.3M in Q1 2026. 1,853 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

Advocacy Wealth Management Services held 156,583 shares of Netflix worth $11.2M as of Q2 2026.
Advocacy Wealth Management Services sold 2,849 Netflix shares in Q2 2026, an estimated $251K.
Netflix made up 0.41% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #47 holding.
Advocacy Wealth Management Services first reported a position in Netflix in Q4 2015 and has held it in 11 quarters since.
Advocacy Wealth Management Services's Netflix position peaked at $15.3M in Q1 2026.
1,853 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.