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Cherry Tree Wealth Management’s Netflix NFLX Stock Holding History

Cherry Tree 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
Q1 		$134K Hold
1,390
– – 0.03% 191
2025
Q4 		$130K Sell
1,390
-10
-0.7% -$1.08K 0.03% 199
2025
Q3 		$168K Hold
1,400
– – 0.04% 174
2025
Q2 		$187K Sell
1,400
-130
-8% -$14.7K 0.04% 162
2025
Q1 		$142K Buy
1,530
+70
+5% +$6.66K 0.03% 184
2024
Q4 		$130K Hold
1,460
– – 0.03% 189
2024
Q3 		$104K Hold
1,460
– – 0.02% 210
2024
Q2 		$98.5K Sell
1,460
-350
-19% -$21.9K 0.02% 206
2024
Q1 		$110K Buy
1,810
+50
+3% +$2.82K 0.03% 196
2023
Q4 		$85.7K Hold
1,760
– – 0.02% 210
2023
Q3 		$66.5K Hold
1,760
– – 0.02% 214
2023
Q2 		$77.5K Buy
+1,760
New +$64.8K 0.02% 207

Other funds holding NFLX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cherry Tree Wealth Management's NFLX Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Netflix (NFLX) position steady in Q1 2026 at 1,390 shares worth $134K. The position accounts for 0.03% of the portfolio, ranked #191.

Cherry Tree Wealth Management first reported a position in NFLX in Q2 2023 and has held it in 12 quarters since. The position peaked at $187K in Q2 2025. 3,609 funds tracked by Wall St. Rank hold NFLX as of Q1 2026.

  • Cherry Tree Wealth Management held 1,390 shares of Netflix worth $134K as of Q1 2026.
  • Cherry Tree Wealth Management left its Netflix share count unchanged in Q1 2026.
  • Netflix made up 0.03% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #191 holding.
  • Cherry Tree Wealth Management first reported a position in Netflix in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Netflix position peaked at $187K in Q2 2025.
  • 3,609 funds tracked by Wall St. Rank held Netflix as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.