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Bordeaux Wealth Advisors’s Netflix NFLX Stock Holding History

Bordeaux Wealth Advisors’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
2025
Q2 		$313K Buy
+2,340
New +$265K 0.04% 124
2025
Q1 		– Sell
-2,280
Closed -$203K – 165
2024
Q4 		$203K Buy
+2,280
New +$188K 0.03% 153

Other funds holding NFLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Bordeaux Wealth Advisors's NFLX Position: Q2 2025 in Review

Bordeaux Wealth Advisors opened a new position in Netflix (NFLX) in Q2 2025: 2,340 shares worth $313K. The stake represents 0.04% of the portfolio and ranks #124 among its holdings. This is a return to the name: Bordeaux Wealth Advisors previously reported a position in NFLX as recently as Q4 2024.

Bordeaux Wealth Advisors first reported a position in NFLX in Q4 2024 and has held it in 2 quarters since. 3,482 funds tracked by Wall St. Rank hold NFLX as of Q2 2025.

  • Bordeaux Wealth Advisors held 2,340 shares of Netflix worth $313K as of Q2 2025.
  • Netflix was a new Bordeaux Wealth Advisors position in Q2 2025.
  • Netflix made up 0.04% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #124 holding.
  • Bordeaux Wealth Advisors first reported a position in Netflix in Q4 2024 and has held it in 2 quarters since.
  • 3,482 funds tracked by Wall St. Rank held Netflix as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.