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Avid Wealth Partners’s Netflix NFLX Stock Holding History

Avid Wealth 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 		– Sell
-2,497
Closed -$240K – 83
2026
Q1 		$240K Buy
+2,497
New +$220K 0.11% 63
2025
Q4 		– Sell
-1,850
Closed -$222K – 67
2025
Q3 		$222K Buy
1,850
+30
+2% +$3.66K 0.11% 53
2025
Q2 		$244K Buy
+1,820
New +$206K 0.14% 48
2024
Q1 		– Sell
-4,570
Closed -$223K – 40
2023
Q4 		$223K Buy
+4,570
New +$200K 0.22% 27

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Avid Wealth Partners's NFLX Position: Q2 2026 in Review

Avid Wealth Partners sold out of Netflix (NFLX) in Q2 2026, closing a stake of 2,497 shares — an estimated $240K sold.

Avid Wealth Partners first reported a position in NFLX in Q4 2023 and held it in 4 quarters. The position peaked at $244K in Q2 2025. 3,389 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

  • Avid Wealth Partners reported no remaining Netflix position as of Q2 2026 after selling out during the quarter.
  • Avid Wealth Partners sold 2,497 Netflix shares in Q2 2026, an estimated $240K.
  • Avid Wealth Partners first reported a position in Netflix in Q4 2023 and held it in 4 quarters.
  • Avid Wealth Partners's Netflix position peaked at $244K in Q2 2025.
  • 3,389 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Avid Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.