Bedell Frazier Investment Counselling’s Netflix NFLX Stock Holding History

Bedell Frazier Investment Counselling’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 Q1	$3.25M	Buy	33,788 +620	+2%	+$54.6K	0.66%	47
2025 Q4	$3.11M	Buy	33,168 +12,888	+64%	+$1.39M	0.6%	52
2025 Q3	$2.43M	Sell	20,280 -7,990	-28%	-$975K	0.5%	58
2025 Q2	$3.79M	Buy	28,270 +70	+0.2%	+$7.92K	0.95%	34
2025 Q1	$2.63M	Buy	28,200 +23,580	+510%	+$2.24M	0.67%	43
2024 Q4	$412K	Buy	4,620 +100	+2%	+$8.23K	0.1%	82
2024 Q3	$321K	Sell	4,520 -160	-3%	-$10.7K	0.08%	87
2024 Q2	$316K	Buy	4,680 +200	+4%	+$12.5K	0.08%	88
2024 Q1	$272K	Sell	4,480 -330	-7%	-$18.6K	0.07%	87
2023 Q4	$234K	Buy	+4,810	New	+$210K	0.06%	85

Other funds holding NFLX

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bedell Frazier Investment Counselling's NFLX Position: Q1 2026 in Review

Bedell Frazier Investment Counselling increased its Netflix (NFLX) stake by 1.9% in Q1 2026, buying an estimated $54.6K and bringing the position to 33,788 shares worth $3.25M. The position accounts for 0.66% of the portfolio, ranked #47.

Bedell Frazier Investment Counselling first reported a position in NFLX in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.79M in Q2 2025. 3,616 funds tracked by Wall St. Rank hold NFLX as of Q1 2026.

Bedell Frazier Investment Counselling held 33,788 shares of Netflix worth $3.25M as of Q1 2026.
Bedell Frazier Investment Counselling bought 620 Netflix shares in Q1 2026, an estimated $54.6K.
Netflix made up 0.66% of Bedell Frazier Investment Counselling's portfolio in Q1 2026, its #47 holding.
Bedell Frazier Investment Counselling first reported a position in Netflix in Q4 2023 and has held it in 10 quarters since.
Bedell Frazier Investment Counselling's Netflix position peaked at $3.79M in Q2 2025.
3,616 funds tracked by Wall St. Rank held Netflix as of Q1 2026.

Based on Bedell Frazier Investment Counselling's 13F filing for Q1 2026, filed 15 May 2026.