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Cascade Financial Partners’s Netflix NFLX Stock Holding History

Cascade 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 		$855K Buy
11,976
+510
+4% +$44.9K 0.07% 141
2026
Q1 		$1.1M Buy
11,466
+3,370
+42% +$297K 0.11% 112
2025
Q4 		$759K Buy
8,096
+876
+12% +$94.4K 0.08% 137
2025
Q3 		$866K Hold
7,220
– – 0.1% 126
2025
Q2 		$967K Buy
7,220
+140
+2% +$15.8K 0.12% 110
2025
Q1 		$661K Sell
7,080
-190
-3% -$18.1K 0.08% 138
2024
Q4 		$648K Sell
7,270
-120
-2% -$9.88K 0.08% 128
2024
Q3 		$565K Buy
7,390
+1,450
+24% +$97K 0.07% 133
2024
Q2 		$401K Sell
5,940
-2,000
-25% -$125K 0.05% 156
2024
Q1 		$495K Buy
+7,940
New +$448K 0.07% 135

Other funds holding NFLX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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

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

Cascade Financial Partners increased its Netflix (NFLX) stake by 4.4% in Q2 2026, buying an estimated $44.9K and bringing the position to 11,976 shares worth $855K. The position accounts for 0.07% of the portfolio, ranked #141.

Cascade Financial Partners first reported a position in NFLX in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.1M in Q1 2026. 3,365 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

  • Cascade Financial Partners held 11,976 shares of Netflix worth $855K as of Q2 2026.
  • Cascade Financial Partners bought 510 Netflix shares in Q2 2026, an estimated $44.9K.
  • Netflix made up 0.07% of Cascade Financial Partners's portfolio in Q2 2026, its #141 holding.
  • Cascade Financial Partners first reported a position in Netflix in Q1 2024 and has held it in 10 quarters since.
  • Cascade Financial Partners's Netflix position peaked at $1.1M in Q1 2026.
  • 3,365 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.