Asset Planning Inc’s Netflix NFLX Stock Holding History

Asset Planning Inc’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	$1.48M	Sell	20,720 -1,050	-5%	-$92.5K	0.96%	21
2026 Q1	$2.09M	Hold	21,770	–	–	1.49%	14
2025 Q4	$2.04M	Buy	21,770 +200	+0.9%	+$21.6K	1.43%	15
2025 Q3	$2.59M	Hold	21,570	–	–	1.87%	11
2025 Q2	$2.89M	Hold	21,570	–	–	2.18%	11
2025 Q1	$2.01M	Hold	21,570	–	–	1.58%	14
2024 Q4	$1.92M	Buy	+21,570	New	+$1.78M	1.46%	16

Other funds holding NFLX

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Asset Planning Inc's NFLX Position: Q2 2026 in Review

Asset Planning Inc reduced its Netflix (NFLX) stake by 4.8% in Q2 2026, selling an estimated $92.5K and leaving 20,720 shares worth $1.48M. The position accounts for 0.96% of the portfolio, ranked #21.

Asset Planning Inc first reported a position in NFLX in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.89M in Q2 2025. 1,554 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

Asset Planning Inc held 20,720 shares of Netflix worth $1.48M as of Q2 2026.
Asset Planning Inc sold 1,050 Netflix shares in Q2 2026, an estimated $92.5K.
Netflix made up 0.96% of Asset Planning Inc's portfolio in Q2 2026, its #21 holding.
Asset Planning Inc first reported a position in Netflix in Q4 2024 and has held it in 7 quarters since.
Asset Planning Inc's Netflix position peaked at $2.89M in Q2 2025.
1,554 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.