Cherrydale Wealth Management’s Netflix NFLX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$400K Sell
5,600
-42
-0.7% -$3.7K 0.1% 56
2026
Q1
$542K Buy
5,642
+42
+0.8% +$3.7K 0.17% 41
2025
Q4
$525K Hold
5,600
0.16% 40
2025
Q3
$671K Hold
5,600
0.21% 39
2025
Q2
$750K Hold
5,600
0.26% 37
2025
Q1
$522K Sell
5,600
-50
-0.9% -$4.75K 0.21% 38
2024
Q4
$504K Hold
5,650
0.19% 37
2024
Q3
$401K Hold
5,650
0.16% 41
2024
Q2
$381K Buy
5,650
+370
+7% +$23.1K 0.17% 43
2024
Q1
$321K Buy
5,280
+510
+11% +$28.8K 0.15% 44
2023
Q4
$232K Buy
+4,770
New +$208K 0.12% 44
2023
Q3
Sell
-4,680
Closed -$206K 49
2023
Q2
$206K Buy
+4,680
New +$172K 0.14% 39
2022
Q2
Sell
-9,170
Closed -$343K 41
2022
Q1
$343K Buy
+9,170
New +$382K 0.25% 28

Other funds holding NFLX

Cherrydale Wealth Management's NFLX Position: Q2 2026 in Review

Cherrydale Wealth Management reduced its Netflix (NFLX) stake by 0.74% in Q2 2026, selling an estimated $3.7K and leaving 5,600 shares worth $400K. The position accounts for 0.1% of the portfolio, ranked #56.

Cherrydale Wealth Management first reported a position in NFLX in Q1 2022 and has held it in 13 quarters since. The position peaked at $750K in Q2 2025. 3,356 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

  • Cherrydale Wealth Management held 5,600 shares of Netflix worth $400K as of Q2 2026.
  • Cherrydale Wealth Management sold 42 Netflix shares in Q2 2026, an estimated $3.7K.
  • Netflix made up 0.1% of Cherrydale Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Cherrydale Wealth Management first reported a position in Netflix in Q1 2022 and has held it in 13 quarters since.
  • Cherrydale Wealth Management's Netflix position peaked at $750K in Q2 2025.
  • 3,356 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Cherrydale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.