Crestmont Private Wealth
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Crestmont Private Wealth’s Netflix NFLX Stock Holding History

Crestmont Private Wealth’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
Q3 		$638K Buy
9,166
+130
+1% +$9.8K 0.18% 44
2026
Q2 		$645K Sell
9,036
-140
-2% -$12.3K 0.18% 46
2026
Q1 		$882K Buy
9,176
+2,480
+37% +$219K 0.28% 30
2025
Q4 		$628K Buy
6,696
+4,566
+214% +$492K 0.2% 41
2025
Q3 		$255K Sell
2,130
-120
-5% -$14.6K 0.08% 73
2025
Q2 		$301K Buy
2,250
+100
+5% +$11.3K 0.11% 58
2025
Q1 		$200K Buy
+2,150
New +$204K 0.09% 75
2024
Q4 		– Sell
-3,040
Closed -$216K – 106
2024
Q3 		$216K Buy
3,040
+50
+2% +$3.34K 0.09% 99
2024
Q2 		$202K Buy
+2,990
New +$187K 0.1% 81

Other funds holding NFLX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Crestmont Private Wealth's NFLX Position: Q3 2026 in Review

Crestmont Private Wealth increased its Netflix (NFLX) stake by 1.4% in Q3 2026, buying an estimated $9.8K and bringing the position to 9,166 shares worth $638K. The position accounts for 0.18% of the portfolio, ranked #44.

Crestmont Private Wealth first reported a position in NFLX in Q2 2024 and has held it in 9 quarters since. The position peaked at $882K in Q1 2026. 2,911 funds tracked by Wall St. Rank hold NFLX as of Q3 2026.

  • Crestmont Private Wealth held 9,166 shares of Netflix worth $638K as of Q3 2026.
  • Crestmont Private Wealth bought 130 Netflix shares in Q3 2026, an estimated $9.8K.
  • Netflix made up 0.18% of Crestmont Private Wealth's portfolio in Q3 2026, its #44 holding.
  • Crestmont Private Wealth first reported a position in Netflix in Q2 2024 and has held it in 9 quarters since.
  • Crestmont Private Wealth's Netflix position peaked at $882K in Q1 2026.
  • 2,911 funds tracked by Wall St. Rank held Netflix as of Q3 2026.

Based on Crestmont Private Wealth's 13F filing for Q3 2026, filed 12 Nov 2026.