Bernardo Wealth Planning
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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
Q3 		$872K Buy
12,536
+6,704
+115% +$504K 0.07% 86
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% -$8.9K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bernardo Wealth Planning's NFLX Position: Q3 2026 in Review

Bernardo Wealth Planning increased its Netflix (NFLX) stake by 115% in Q3 2026, buying an estimated $504K and bringing the position to 12,536 shares worth $872K. 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 18 quarters since. The position peaked at $991K in Q4 2020. 2,262 funds tracked by Wall St. Rank hold NFLX as of Q3 2026.

  • Bernardo Wealth Planning held 12,536 shares of Netflix worth $872K as of Q3 2026.
  • Bernardo Wealth Planning bought 6,704 Netflix shares in Q3 2026, an estimated $504K.
  • Netflix made up 0.07% of Bernardo Wealth Planning's portfolio in Q3 2026, its #86 holding.
  • Bernardo Wealth Planning first reported a position in Netflix in Q4 2018 and has held it in 18 quarters since.
  • Bernardo Wealth Planning's Netflix position peaked at $991K in Q4 2020.
  • 2,262 funds tracked by Wall St. Rank held Netflix as of Q3 2026.

Based on Bernardo Wealth Planning's 13F filing for Q3 2026, filed 23 Oct 2026.