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Congress Wealth Management’s Netflix NFLX Stock Holding History

Congress 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
2025
Q2 		$35.6M Buy
265,800
+20,530
+8% +$2.32M 0.34% 63
2025
Q1 		$22.9M Buy
245,270
+56,030
+30% +$5.33M 0.27% 92
2024
Q4 		$16.9M Buy
189,240
+17,710
+10% +$1.46M 0.23% 130
2024
Q3 		$12.2M Buy
171,530
+16,550
+11% +$1.11M 0.16% 185
2024
Q2 		$10.5M Buy
154,980
+90,210
+139% +$5.63M 0.17% 169
2024
Q1 		$3.93M Buy
64,770
+21,300
+49% +$1.2M 0.07% 252
2023
Q4 		$2.12M Buy
43,470
+15,160
+54% +$662K 0.04% 307
2023
Q3 		$1.07M Buy
28,310
+5,580
+25% +$237K 0.02% 368
2023
Q2 		$1M Buy
22,730
+7,060
+45% +$260K 0.02% 340
2023
Q1 		$542K Sell
15,670
-1,770
-10% -$58.6K 0.01% 408
2022
Q4 		$514K Buy
17,440
+1,400
+9% +$39.3K 0.01% 401
2022
Q3 		$378K Sell
16,040
-8,640
-35% -$192K 0.01% 435
2022
Q2 		$432K Sell
24,680
-3,480
-12% -$77.2K 0.01% 426
2022
Q1 		$1.05M Sell
28,160
-30,520
-52% -$1.27M 0.02% 346
2021
Q4 		$3.54M Buy
+58,680
New +$3.75M 0.07% 264

Other funds holding NFLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Congress Wealth Management's NFLX Position: Q2 2025 in Review

Congress Wealth Management increased its Netflix (NFLX) stake by 8.4% in Q2 2025, buying an estimated $2.32M and bringing the position to 265,800 shares worth $35.6M. The position accounts for 0.34% of the portfolio, ranked #63.

Congress Wealth Management first reported a position in NFLX in Q4 2021 and has held it in 15 quarters since. 3,491 funds tracked by Wall St. Rank hold NFLX as of Q2 2025.

  • Congress Wealth Management held 265,800 shares of Netflix worth $35.6M as of Q2 2025.
  • Congress Wealth Management bought 20,530 Netflix shares in Q2 2025, an estimated $2.32M.
  • Netflix made up 0.34% of Congress Wealth Management's portfolio in Q2 2025, its #63 holding.
  • Congress Wealth Management first reported a position in Netflix in Q4 2021 and has held it in 15 quarters since.
  • 3,491 funds tracked by Wall St. Rank held Netflix as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.