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Bernardo Wealth Planning’s Netflix NFLX Stock Holding History

Bernardo Wealth Planning’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 		$416K Buy
5,832
+145
+3% +$12.8K 0.07% 86
2026
Q1 		$547K Buy
5,687
+164
+3% +$14.5K 0.11% 74
2025
Q4 		$518K Sell
5,523
-27
-0.5% -$2.91K 0.1% 75
2025
Q3 		$665K Buy
5,550
+110
+2% +$13.4K 0.13% 61
2025
Q2 		$728K Buy
5,440
+110
+2% +$12.4K 0.16% 55
2025
Q1 		$497K Buy
5,330
+150
+3% +$14.3K 0.12% 66
2024
Q4 		$434K Buy
5,180
+180
+4% +$14.8K 0.1% 68
2024
Q3 		$344K Buy
+5,000
New +$334K 0.08% 83
2021
Q1 		– Sell
-18,340
Closed -$991K – 121
2020
Q4 		$991K Buy
18,340
+300
+2% +$15.2K 0.38% 53
2020
Q3 		$902K Sell
18,040
-100
-0.6% -$4.98K 0.41% 52
2020
Q2 		$825K Buy
18,140
+280
+2% +$11.9K 0.44% 44
2020
Q1 		$670K Sell
17,860
-1,100
-6% -$38.9K 0.47% 57
2019
Q4 		$613K Sell
18,960
-300
-2% -$8.89K 0.37% 61
2019
Q3 		$515K Sell
19,260
-2,840
-13% -$88.9K 0.37% 66
2019
Q2 		$812K Sell
22,100
-750
-3% -$27.1K 0.64% 38
2019
Q1 		$815K Sell
22,850
-300
-1% -$10.4K 0.65% 39
2018
Q4 		$620K Buy
+23,150
New +$693K 0.55% 42

Other funds holding NFLX

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Bernardo Wealth Planning's NFLX Position: Q2 2026 in Review

Bernardo Wealth Planning increased its Netflix (NFLX) stake by 2.5% in Q2 2026, buying an estimated $12.8K and bringing the position to 5,832 shares worth $416K. The position accounts for 0.07% of the portfolio, ranked #86.

Bernardo Wealth Planning first reported a position in NFLX in Q4 2018 and has held it in 17 quarters since. The position peaked at $991K in Q4 2020. 1,556 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

  • Bernardo Wealth Planning held 5,832 shares of Netflix worth $416K as of Q2 2026.
  • Bernardo Wealth Planning bought 145 Netflix shares in Q2 2026, an estimated $12.8K.
  • Netflix made up 0.07% of Bernardo Wealth Planning's portfolio in Q2 2026, its #86 holding.
  • Bernardo Wealth Planning first reported a position in Netflix in Q4 2018 and has held it in 17 quarters since.
  • Bernardo Wealth Planning's Netflix position peaked at $991K in Q4 2020.
  • 1,556 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

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