Consulta’s Netflix NFLX Stock Holding History

Consulta’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	$144M	Buy	1,500,000 +750,000	+100%	+$66.1M	7.18%	6
2025 Q4	$70.3M	Buy	+750,000	New	+$80.9M	3.45%	12
2022 Q2	–	Sell	-3,000,000	Closed	-$112M	–	12
2022 Q1	$112M	Buy	+3,000,000	New	+$125M	5.64%	10

Other funds holding NFLX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Consulta's NFLX Position: Q1 2026 in Review

Consulta increased its Netflix (NFLX) stake by 100% in Q1 2026, buying an estimated $66.1M and bringing the position to 1,500,000 shares worth $144M. The position accounts for 7.18% of the portfolio, ranked #6.

Consulta first reported a position in NFLX in Q1 2022 and has held it in 3 quarters since. 3,608 funds tracked by Wall St. Rank hold NFLX as of Q1 2026.

Consulta held 1,500,000 shares of Netflix worth $144M as of Q1 2026.
Consulta bought 750,000 Netflix shares in Q1 2026, an estimated $66.1M.
Netflix made up 7.18% of Consulta's portfolio in Q1 2026, its #6 holding.
Consulta first reported a position in Netflix in Q1 2022 and has held it in 3 quarters since.
3,608 funds tracked by Wall St. Rank held Netflix as of Q1 2026.

Based on Consulta's 13F filing for Q1 2026, filed 15 May 2026.