Ascent Wealth Partners’s Netflix NFLX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$5M Buy
52,030
+15,835
+44% +$1.4M 0.58% 57
2025
Q4
$3.39M Buy
36,195
+9,545
+36% +$1.03M 0.39% 63
2025
Q3
$3.2M Buy
26,650
+290
+1% +$35.4K 0.37% 65
2025
Q2
$3.53M Buy
+26,360
New +$2.98M 0.44% 59
2022
Q2
Sell
-39,940
Closed -$1.5M 153
2022
Q1
$1.5M Sell
39,940
-3,150
-7% -$131K 0.28% 70
2021
Q4
$2.6M Buy
43,090
+1,410
+3% +$90.1K 0.46% 55
2021
Q3
$2.54M Buy
41,680
+150
+0.4% +$8.26K 0.49% 54
2021
Q2
$2.19M Sell
41,530
-1,170
-3% -$59.8K 0.42% 55
2021
Q1
$2.23M Sell
42,700
-40
-0.1% -$2.12K 0.48% 54
2020
Q4
$2.31M Buy
42,740
+270
+0.6% +$13.7K 0.51% 54
2020
Q3
$2.12M Buy
42,470
+420
+1% +$20.9K 0.54% 53
2020
Q2
$1.91M Buy
42,050
+1,610
+4% +$68.5K 0.56% 52
2020
Q1
$1.52M Buy
40,440
+2,220
+6% +$78.5K 0.56% 49
2019
Q4
$1.24M Sell
38,220
-1,310
-3% -$38.8K 0.35% 59
2019
Q3
$1.06M Sell
39,530
-9,930
-20% -$311K 0.32% 62
2019
Q2
$1.82M Buy
49,460
+2,390
+5% +$86.2K 0.56% 53
2019
Q1
$1.68M Buy
47,070
+4,140
+10% +$144K 0.55% 52
2018
Q4
$1.15M Buy
42,930
+630
+1% +$18.9K 0.45% 58
2018
Q3
$1.58M Buy
42,300
+1,300
+3% +$47.2K 0.5% 55
2018
Q2
$1.6M Sell
41,000
-1,840
-4% -$62.7K 0.56% 54
2018
Q1
$1.26M Sell
42,840
-440
-1% -$12K 0.46% 55
2017
Q4
$831K Sell
43,280
-960
-2% -$18.5K 0.31% 68
2017
Q3
$802K Buy
44,240
+250
+0.6% +$4.36K 0.32% 62
2017
Q2
$657K Buy
43,990
+1,170
+3% +$18K 0.28% 69
2017
Q1
$633K Buy
42,820
+70
+0.2% +$982 0.29% 69
2016
Q4
$529K Sell
42,750
-910
-2% -$10.8K 0.26% 75
2016
Q3
$430K Sell
43,660
-450
-1% -$4.3K 0.22% 82
2016
Q2
$403K Sell
44,110
-400
-0.9% -$3.84K 0.21% 82
2016
Q1
$455K Sell
44,510
-41,880
-48% -$411K 0.24% 78
2015
Q4
$988K Buy
86,390
+1,000
+1% +$11.4K 0.55% 51
2015
Q3
$882K Buy
85,390
+3,700
+5% +$39.7K 0.53% 55
2015
Q2
$766K Buy
81,690
+4,900
+6% +$41K 0.42% 55
2015
Q1
$457K Buy
76,790
+2,240
+3% +$13.6K 0.25% 77
2014
Q4
$364K Buy
+74,550
New +$400K 0.21% 85

Other funds holding NFLX

Ascent Wealth Partners's NFLX Position: Q1 2026 in Review

Ascent Wealth Partners increased its Netflix (NFLX) stake by 44% in Q1 2026, buying an estimated $1.4M and bringing the position to 52,030 shares worth $5M. The position accounts for 0.58% of the portfolio, ranked #57.

Ascent Wealth Partners first reported a position in NFLX in Q4 2014 and has held it in 34 quarters since. 3,607 funds tracked by Wall St. Rank hold NFLX as of Q1 2026.

  • Ascent Wealth Partners held 52,030 shares of Netflix worth $5M as of Q1 2026.
  • Ascent Wealth Partners bought 15,835 Netflix shares in Q1 2026, an estimated $1.4M.
  • Netflix made up 0.58% of Ascent Wealth Partners's portfolio in Q1 2026, its #57 holding.
  • Ascent Wealth Partners first reported a position in Netflix in Q4 2014 and has held it in 34 quarters since.
  • 3,607 funds tracked by Wall St. Rank held Netflix as of Q1 2026.

Based on Ascent Wealth Partners's 13F filing for Q1 2026, filed 6 May 2026.