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Avantax Planning Partners’s Netflix NFLX Stock Holding History

Avantax Planning Partners’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 		$1.54M Buy
21,611
+296
+1% +$26.1K 0.04% 161
2026
Q1 		$2.05M Buy
21,315
+5,157
+32% +$454K 0.06% 133
2025
Q4 		$1.51M Buy
16,158
+1,168
+8% +$126K 0.04% 155
2025
Q3 		$1.8M Buy
14,990
+700
+5% +$85.4K 0.05% 138
2025
Q2 		$1.91M Sell
14,290
-840
-6% -$95K 0.06% 138
2025
Q1 		$1.41M Buy
15,130
+1,950
+15% +$185K 0.05% 150
2024
Q4 		$1.17M Buy
13,180
+1,250
+10% +$103K 0.04% 168
2024
Q3 		$846K Sell
11,930
-11,150
-48% -$746K 0.03% 188
2024
Q2 		$1.56M Sell
23,080
-1,800
-7% -$112K 0.05% 163
2024
Q1 		$1.51M Sell
24,880
-5,150
-17% -$290K 0.05% 174
2023
Q4 		$1.46M Sell
30,030
-2,180
-7% -$95.2K 0.06% 141
2023
Q3 		$1.22M Sell
32,210
-680
-2% -$28.8K 0.05% 151
2023
Q2 		$1.45M Sell
32,890
-340
-1% -$12.5K 0.06% 138
2023
Q1 		$1.15M Sell
33,230
-11,390
-26% -$377K 0.05% 152
2022
Q4 		$1.32M Sell
44,620
-1,570
-3% -$44K 0.05% 136
2022
Q3 		$1.09M Sell
46,190
-10,690
-19% -$237K 0.05% 141
2022
Q2 		$995K Buy
56,880
+31,720
+126% +$703K 0.04% 157
2022
Q1 		$942K Buy
25,160
+3,600
+17% +$150K 0.04% 163
2021
Q4 		$1.3M Buy
21,560
+4,650
+27% +$297K 0.05% 137
2021
Q3 		$1.03M Buy
16,910
+600
+4% +$33K 0.05% 139
2021
Q2 		$862K Sell
16,310
-1,610
-9% -$82.3K 0.04% 146
2021
Q1 		$935K Sell
17,920
-2,180
-11% -$116K 0.05% 137
2020
Q4 		$1.09M Sell
20,100
-15,910
-44% -$807K 0.06% 120
2020
Q3 		$1.8M Sell
36,010
-1,720
-5% -$85.6K 0.1% 89
2020
Q2 		$1.72M Buy
37,730
+9,740
+35% +$415K 0.1% 92
2020
Q1 		$1.05M Buy
27,990
+8,460
+43% +$299K 0.07% 106
2019
Q4 		$632K Sell
19,530
-4,540
-19% -$135K 0.04% 144
2019
Q3 		$644K Sell
24,070
-460
-2% -$14.4K 0.04% 141
2019
Q2 		$923K Buy
24,530
+4,710
+24% +$170K 0.06% 111
2019
Q1 		$707K Buy
19,820
+520
+3% +$18K 0.05% 132
2018
Q4 		$517K Buy
19,300
+1,150
+6% +$34.4K 0.04% 144
2018
Q3 		$679K Sell
18,150
-90
-0.5% -$3.27K 0.05% 114
2018
Q2 		$714K Sell
18,240
-1,530
-8% -$52.2K 0.06% 105
2018
Q1 		$584K Buy
19,770
+430
+2% +$11.7K 0.05% 160
2017
Q4 		$371K Sell
19,340
-130
-0.7% -$2.5K 0.03% 202
2017
Q3 		$353K Sell
19,470
-230
-1% -$4.01K 0.03% 252
2017
Q2 		$294K Buy
19,700
+5,570
+39% +$85.7K 0.02% 258
2017
Q1 		$209K Buy
+14,130
New +$198K 0.02% 309

Other funds holding NFLX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Avantax Planning Partners's NFLX Position: Q2 2026 in Review

Avantax Planning Partners increased its Netflix (NFLX) stake by 1.4% in Q2 2026, buying an estimated $26.1K and bringing the position to 21,611 shares worth $1.54M. The position accounts for 0.04% of the portfolio, ranked #161.

Avantax Planning Partners first reported a position in NFLX in Q1 2017 and has held it in 38 quarters since. The position peaked at $2.05M in Q1 2026. 1,475 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

  • Avantax Planning Partners held 21,611 shares of Netflix worth $1.54M as of Q2 2026.
  • Avantax Planning Partners bought 296 Netflix shares in Q2 2026, an estimated $26.1K.
  • Netflix made up 0.04% of Avantax Planning Partners's portfolio in Q2 2026, its #161 holding.
  • Avantax Planning Partners first reported a position in Netflix in Q1 2017 and has held it in 38 quarters since.
  • Avantax Planning Partners's Netflix position peaked at $2.05M in Q1 2026.
  • 1,475 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.