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Comprehensive Financial Planning’s Netflix NFLX Stock Holding History

Comprehensive 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
Q1 		$23.1K Sell
240
-120
-33% -$10.6K 0.02% 207
2025
Q4 		$33.8K Hold
360
– – 0.02% 183
2025
Q3 		$43.2K Sell
360
-1,140
-76% -$139K 0.03% 173
2025
Q2 		$201K Buy
+1,500
New +$170K 0.16% 97

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

Comprehensive Financial Planning's NFLX Position: Q1 2026 in Review

Comprehensive Financial Planning reduced its Netflix (NFLX) stake by 33% in Q1 2026, selling an estimated $10.6K and leaving 240 shares worth $23.1K. The position accounts for 0.02% of the portfolio, ranked #207.

Comprehensive Financial Planning first reported a position in NFLX in Q2 2025 and has held it in 4 quarters since. The position peaked at $201K in Q2 2025. 3,608 funds tracked by Wall St. Rank hold NFLX as of Q1 2026.

  • Comprehensive Financial Planning held 240 shares of Netflix worth $23.1K as of Q1 2026.
  • Comprehensive Financial Planning sold 120 Netflix shares in Q1 2026, an estimated $10.6K.
  • Netflix made up 0.02% of Comprehensive Financial Planning's portfolio in Q1 2026, its #207 holding.
  • Comprehensive Financial Planning first reported a position in Netflix in Q2 2025 and has held it in 4 quarters since.
  • Comprehensive Financial Planning's Netflix position peaked at $201K in Q2 2025.
  • 3,608 funds tracked by Wall St. Rank held Netflix as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.