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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
Q2 		$182M Buy
2,550,000
+1,050,000
+70% +$92.5M 6.57% 8
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Consulta's NFLX Position: Q2 2026 in Review

Consulta increased its Netflix (NFLX) stake by 70% in Q2 2026, buying an estimated $92.5M and bringing the position to 2,550,000 shares worth $182M. The position accounts for 6.57% of the portfolio, ranked #8.

Consulta first reported a position in NFLX in Q1 2022 and has held it in 4 quarters since. 3,387 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

  • Consulta held 2,550,000 shares of Netflix worth $182M as of Q2 2026.
  • Consulta bought 1,050,000 Netflix shares in Q2 2026, an estimated $92.5M.
  • Netflix made up 6.57% of Consulta's portfolio in Q2 2026, its #8 holding.
  • Consulta first reported a position in Netflix in Q1 2022 and has held it in 4 quarters since.
  • 3,387 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Consulta's 13F filing for Q2 2026, filed 14 Aug 2026.