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Cypress Financial Planning’s Netflix NFLX Stock Holding History

Cypress Financial Planning’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 		$694K Buy
9,713
+76
+0.8% +$6.69K 0.17% 51
2026
Q1 		$927K Sell
9,637
-94
-1% -$8.28K 0.26% 37
2025
Q4 		$913K Sell
9,731
-489
-5% -$52.7K 0.25% 38
2025
Q3 		$1.23M Buy
10,220
+10
+0.1% +$1.22K 0.37% 26
2025
Q2 		$1.37M Sell
10,210
-940
-8% -$106K 0.45% 25
2025
Q1 		$1.04M Buy
11,150
+440
+4% +$41.8K 0.37% 27
2024
Q4 		$955K Buy
10,710
+40
+0.4% +$3.29K 0.35% 27
2024
Q3 		$757K Sell
10,670
-990
-8% -$66.2K 0.28% 32
2024
Q2 		$787K Sell
11,660
-1,120
-9% -$70K 0.33% 29
2024
Q1 		$776K Buy
+12,780
New +$721K 0.36% 26
2023
Q4 		– Sell
-12,770
Closed -$482K – 54
2023
Q3 		$482K Sell
12,770
-2,000
-14% -$84.8K 0.28% 30
2023
Q2 		$652K Sell
14,770
-10
-0.1% -$368 0.37% 25
2023
Q1 		$515K Hold
14,780
– – 0.31% 29
2022
Q4 		$436K Buy
14,780
+10
+0.1% +$281 0.29% 35
2022
Q3 		$348K Buy
14,770
+20
+0.1% +$444 0.25% 38
2022
Q2 		$258K Buy
+14,750
New +$327K 0.18% 46

Other funds holding NFLX

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Cypress Financial Planning's NFLX Position: Q2 2026 in Review

Cypress Financial Planning increased its Netflix (NFLX) stake by 0.79% in Q2 2026, buying an estimated $6.69K and bringing the position to 9,713 shares worth $694K. The position accounts for 0.17% of the portfolio, ranked #51.

Cypress Financial Planning first reported a position in NFLX in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.37M in Q2 2025. 575 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

  • Cypress Financial Planning held 9,713 shares of Netflix worth $694K as of Q2 2026.
  • Cypress Financial Planning bought 76 Netflix shares in Q2 2026, an estimated $6.69K.
  • Netflix made up 0.17% of Cypress Financial Planning's portfolio in Q2 2026, its #51 holding.
  • Cypress Financial Planning first reported a position in Netflix in Q2 2022 and has held it in 16 quarters since.
  • Cypress Financial Planning's Netflix position peaked at $1.37M in Q2 2025.
  • 575 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.