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BigSur Wealth Management’s Netflix NFLX Stock Holding History

BigSur Wealth 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 		$286K Hold
4,000
– – 0.07% 138
2026
Q1 		$385K Buy
+4,000
New +$352K 0.11% 132

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Invesco
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Geode Capital Management
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Morgan Stanley
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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
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BigSur Wealth Management's NFLX Position: Q2 2026 in Review

BigSur Wealth Management held its Netflix (NFLX) position steady in Q2 2026 at 4,000 shares worth $286K. The position accounts for 0.07% of the portfolio, ranked #138.

BigSur Wealth Management first reported a position in NFLX in Q1 2026 and has held it in 2 quarters since. The position peaked at $385K in Q1 2026. 3,362 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

  • BigSur Wealth Management held 4,000 shares of Netflix worth $286K as of Q2 2026.
  • BigSur Wealth Management left its Netflix share count unchanged in Q2 2026.
  • Netflix made up 0.07% of BigSur Wealth Management's portfolio in Q2 2026, its #138 holding.
  • BigSur Wealth Management first reported a position in Netflix in Q1 2026 and has held it in 2 quarters since.
  • BigSur Wealth Management's Netflix position peaked at $385K in Q1 2026.
  • 3,362 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.