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Cypress Wealth Services’s Netflix NFLX Stock Holding History

Cypress Wealth Services’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 		$837K Sell
11,720
-100
-0.8% -$8.81K 0.1% 151
2026
Q1 		$1.14M Buy
11,820
+202
+2% +$17.8K 0.16% 104
2025
Q4 		$1.09M Buy
11,618
+2,858
+33% +$308K 0.15% 111
2025
Q3 		$1.05M Sell
8,760
-40
-0.5% -$4.88K 0.17% 98
2025
Q2 		$1.18M Buy
8,800
+580
+7% +$65.6K 0.21% 87
2025
Q1 		$767K Sell
8,220
-50
-0.6% -$4.75K 0.16% 108
2024
Q4 		$737K Buy
8,270
+910
+12% +$74.9K 0.15% 109
2024
Q3 		$522K Buy
7,360
+890
+14% +$59.5K 0.11% 148
2024
Q2 		$437K Buy
6,470
+430
+7% +$26.9K 0.1% 160
2024
Q1 		$367K Buy
6,040
+40
+0.7% +$2.25K 0.09% 174
2023
Q4 		$292K Sell
6,000
-720
-11% -$31.4K 0.07% 192
2023
Q3 		$254K Buy
6,720
+1,210
+22% +$51.3K 0.07% 201
2023
Q2 		$248K Buy
+5,510
New +$203K 0.07% 206
2023
Q1 		– Sell
-7,210
Closed -$213K – 256
2022
Q4 		$213K Buy
+7,210
New +$202K 0.07% 217
2022
Q2 		– Sell
-9,320
Closed -$349K – 249
2022
Q1 		$349K Buy
9,320
+1,420
+18% +$59.1K 0.1% 160
2021
Q4 		$476K Buy
7,900
+180
+2% +$11.5K 0.13% 120
2021
Q3 		$471K Sell
7,720
-840
-10% -$46.2K 0.14% 118
2021
Q2 		$452K Sell
8,560
-920
-10% -$47K 0.12% 147
2021
Q1 		$495K Buy
9,480
+130
+1% +$6.9K 0.1% 151
2020
Q4 		$506K Buy
+9,350
New +$474K 0.11% 149
2020
Q3 		– Sell
-12,840
Closed -$639K – 424
2020
Q2 		$584K Buy
12,840
+250
+2% +$10.6K 0.14% 135
2020
Q1 		$473K Sell
12,590
-410
-3% -$14.5K 0.14% 129
2019
Q4 		$421K Sell
13,000
-3,170
-20% -$94K 0.11% 153
2019
Q3 		$433K Buy
16,170
+1,480
+10% +$46.3K 0.12% 141
2019
Q2 		$540K Buy
14,690
+6,640
+82% +$240K 0.16% 126
2019
Q1 		$287K Sell
8,050
-70
-0.9% -$2.43K 0.09% 185
2018
Q4 		$217K Sell
8,120
-150
-2% -$4.49K 0.09% 187
2018
Q3 		$309K Buy
8,270
+1,760
+27% +$63.9K 0.11% 162
2018
Q2 		$255K Buy
+6,510
New +$222K 0.1% 183

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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Cypress Wealth Services's NFLX Position: Q2 2026 in Review

Cypress Wealth Services reduced its Netflix (NFLX) stake by 0.85% in Q2 2026, selling an estimated $8.81K and leaving 11,720 shares worth $837K. The position accounts for 0.1% of the portfolio, ranked #151.

Cypress Wealth Services first reported a position in NFLX in Q2 2018 and has held it in 29 quarters since. The position peaked at $1.18M in Q2 2025. 870 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

  • Cypress Wealth Services held 11,720 shares of Netflix worth $837K as of Q2 2026.
  • Cypress Wealth Services sold 100 Netflix shares in Q2 2026, an estimated $8.81K.
  • Netflix made up 0.1% of Cypress Wealth Services's portfolio in Q2 2026, its #151 holding.
  • Cypress Wealth Services first reported a position in Netflix in Q2 2018 and has held it in 29 quarters since.
  • Cypress Wealth Services's Netflix position peaked at $1.18M in Q2 2025.
  • 870 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.