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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
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 $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

Crestmont Private Wealth's NFLX Position: Q1 2026 in Review

Crestmont Private Wealth increased its Netflix (NFLX) stake by 37% in Q1 2026, buying an estimated $219K and bringing the position to 9,176 shares worth $882K. The position accounts for 0.28% of the portfolio, ranked #30.

Crestmont Private Wealth first reported a position in NFLX in Q2 2024 and has held it in 7 quarters since. 3,607 funds tracked by Wall St. Rank hold NFLX as of Q1 2026.

  • Crestmont Private Wealth held 9,176 shares of Netflix worth $882K as of Q1 2026.
  • Crestmont Private Wealth bought 2,480 Netflix shares in Q1 2026, an estimated $219K.
  • Netflix made up 0.28% of Crestmont Private Wealth's portfolio in Q1 2026, its #30 holding.
  • Crestmont Private Wealth first reported a position in Netflix in Q2 2024 and has held it in 7 quarters since.
  • 3,607 funds tracked by Wall St. Rank held Netflix as of Q1 2026.

Based on Crestmont Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.