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Defined Financial Planning’s Netflix NFLX Stock Holding History

Defined 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
2025
Q3 		$340K Buy
2,800
+400
+17% +$48.8K 0.28% 44
2025
Q2 		$302K Buy
+2,400
New +$271K 0.27% 45

Other funds holding NFLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Defined Financial Planning's NFLX Position: Q3 2025 in Review

Defined Financial Planning increased its Netflix (NFLX) stake by 17% in Q3 2025, buying an estimated $48.8K and bringing the position to 2,800 shares worth $340K. The position accounts for 0.28% of the portfolio, ranked #44.

Defined Financial Planning first reported a position in NFLX in Q2 2025 and has held it in 2 quarters since. 3,488 funds tracked by Wall St. Rank hold NFLX as of Q3 2025.

  • Defined Financial Planning held 2,800 shares of Netflix worth $340K as of Q3 2025.
  • Defined Financial Planning bought 400 Netflix shares in Q3 2025, an estimated $48.8K.
  • Netflix made up 0.28% of Defined Financial Planning's portfolio in Q3 2025, its #44 holding.
  • Defined Financial Planning first reported a position in Netflix in Q2 2025 and has held it in 2 quarters since.
  • 3,488 funds tracked by Wall St. Rank held Netflix as of Q3 2025.

Based on Defined Financial Planning's 13F filing for Q3 2025, filed 15 Oct 2025.