Azimuth Capital Investment Management’s Netflix NFLX Stock Holding History

Azimuth Capital Investment Management’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	$6.6M	Sell	92,384 -13,228	-13%	-$1.16M	0.22%	129
2026 Q1	$10.2M	Sell	105,612 -9,082	-8%	-$800K	0.38%	96
2025 Q4	$10.8M	Sell	114,694 -163,946	-59%	-$17.7M	0.39%	87
2025 Q3	$33.4M	Sell	278,640 -7,050	-2%	-$860K	1.2%	13
2025 Q2	$38.3M	Sell	285,690 -18,730	-6%	-$2.12M	1.42%	9
2025 Q1	$28.4M	Buy	304,420 +150,130	+97%	+$14.3M	1.13%	18
2024 Q4	$13.8M	Buy	154,290 +14,240	+10%	+$1.17M	0.53%	56
2024 Q3	$9.93M	Buy	+140,050	New	+$9.37M	0.39%	88

Other funds holding NFLX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Azimuth Capital Investment Management's NFLX Position: Q2 2026 in Review

Azimuth Capital Investment Management reduced its Netflix (NFLX) stake by 13% in Q2 2026, selling an estimated $1.16M and leaving 92,384 shares worth $6.6M. The position accounts for 0.22% of the portfolio, ranked #129.

Azimuth Capital Investment Management first reported a position in NFLX in Q3 2024 and has held it in 8 quarters since. The position peaked at $38.3M in Q2 2025. 3,399 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

Azimuth Capital Investment Management held 92,384 shares of Netflix worth $6.6M as of Q2 2026.
Azimuth Capital Investment Management sold 13,228 Netflix shares in Q2 2026, an estimated $1.16M.
Netflix made up 0.22% of Azimuth Capital Investment Management's portfolio in Q2 2026, its #129 holding.
Azimuth Capital Investment Management first reported a position in Netflix in Q3 2024 and has held it in 8 quarters since.
Azimuth Capital Investment Management's Netflix position peaked at $38.3M in Q2 2025.
3,399 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.