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Birchwood Financial Partners’s Netflix NFLX Stock Holding History

Birchwood Financial Partners’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 		$8.57K Hold
120
– – 0.01% 292
2026
Q1 		$11.5K Hold
120
– – 0.01% 267
2025
Q4 		$11.3K Buy
+120
New +$12.9K 0.01% 271

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Birchwood Financial Partners's NFLX Position: Q2 2026 in Review

Birchwood Financial Partners held its Netflix (NFLX) position steady in Q2 2026 at 120 shares worth $8.57K. The position accounts for 0.01% of the portfolio, ranked #292.

Birchwood Financial Partners first reported a position in NFLX in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.5K in Q1 2026. 3,365 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

  • Birchwood Financial Partners held 120 shares of Netflix worth $8.57K as of Q2 2026.
  • Birchwood Financial Partners left its Netflix share count unchanged in Q2 2026.
  • Netflix made up 0.01% of Birchwood Financial Partners's portfolio in Q2 2026, its #292 holding.
  • Birchwood Financial Partners first reported a position in Netflix in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's Netflix position peaked at $11.5K in Q1 2026.
  • 3,365 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.