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Center for Financial Planning’s Netflix NFLX Stock Holding History

Center for Financial 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
Q2 		$346K Sell
4,850
-700
-13% -$61.6K 0.03% 134
2026
Q1 		$534K Buy
5,550
+700
+14% +$61.7K 0.06% 104
2025
Q4 		$455K Sell
4,850
-580
-11% -$62.5K 0.05% 114
2025
Q3 		$651K Hold
5,430
– – 0.07% 88
2025
Q2 		$727K Hold
5,430
– – 0.08% 81
2025
Q1 		$506K Sell
5,430
-970
-15% -$92.2K 0.06% 99
2024
Q4 		$570K Buy
6,400
+2,400
+60% +$198K 0.08% 88
2024
Q3 		$284K Hold
4,000
– – 0.04% 127
2024
Q2 		$270K Buy
4,000
+1,050
+36% +$65.6K 0.04% 128
2024
Q1 		$179K Sell
2,950
-3,390
-53% -$191K 0.03% 156
2023
Q4 		$309K Hold
6,340
– – 0.06% 113
2023
Q3 		$239K Hold
6,340
– – 0.05% 121
2023
Q2 		$279K Hold
6,340
– – 0.06% 116
2023
Q1 		$219K Sell
6,340
-290
-4% -$9.6K 0.05% 127
2022
Q4 		$196K Buy
6,630
+20
+0.3% +$561 0.05% 130
2022
Q3 		$156K Hold
6,610
– – 0.04% 135
2022
Q2 		$116K Sell
6,610
-10
-0.2% -$222 0.03% 151
2022
Q1 		$248K Buy
6,620
+80
+1% +$3.33K 0.05% 120
2021
Q4 		$394K Sell
6,540
-10
-0.2% -$639 0.08% 93
2021
Q3 		$400K Sell
6,550
-1,030
-14% -$56.7K 0.1% 86
2021
Q2 		$400K Buy
7,580
+70
+0.9% +$3.58K 0.1% 88
2021
Q1 		$392K Hold
7,510
– – 0.1% 89
2020
Q4 		$406K Hold
7,510
– – 0.12% 77
2020
Q3 		$376K Buy
7,510
+1,120
+18% +$55.7K 0.12% 78
2020
Q2 		$291K Hold
6,390
– – 0.1% 89
2020
Q1 		$240K Hold
6,390
– – 0.08% 100
2019
Q4 		$207K Buy
+6,390
New +$189K 0.05% 106

Other funds holding NFLX

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Center for Financial Planning's NFLX Position: Q2 2026 in Review

Center for Financial Planning reduced its Netflix (NFLX) stake by 13% in Q2 2026, selling an estimated $61.6K and leaving 4,850 shares worth $346K. The position accounts for 0.03% of the portfolio, ranked #134.

Center for Financial Planning first reported a position in NFLX in Q4 2019 and has held it in 27 quarters since. The position peaked at $727K in Q2 2025. 1,078 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

  • Center for Financial Planning held 4,850 shares of Netflix worth $346K as of Q2 2026.
  • Center for Financial Planning sold 700 Netflix shares in Q2 2026, an estimated $61.6K.
  • Netflix made up 0.03% of Center for Financial Planning's portfolio in Q2 2026, its #134 holding.
  • Center for Financial Planning first reported a position in Netflix in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's Netflix position peaked at $727K in Q2 2025.
  • 1,078 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.