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Elwood & Goetz Wealth Advisory Group’s Netflix NFLX Stock Holding History

Elwood & Goetz Wealth Advisory Group’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 		$238K Buy
+2,479
New +$218K 0.04% 128
2025
Q4 		– Sell
-1,720
Closed -$206K – 143
2025
Q3 		$206K Buy
+1,720
New +$210K 0.04% 131

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

Elwood & Goetz Wealth Advisory Group's NFLX Position: Q1 2026 in Review

Elwood & Goetz Wealth Advisory Group opened a new position in Netflix (NFLX) in Q1 2026: 2,479 shares worth $238K. The stake represents 0.04% of the portfolio and ranks #128 among its holdings. This is a return to the name: Elwood & Goetz Wealth Advisory Group previously reported a position in NFLX as recently as Q3 2025.

Elwood & Goetz Wealth Advisory Group first reported a position in NFLX in Q3 2025 and has held it in 2 quarters since. 3,609 funds tracked by Wall St. Rank hold NFLX as of Q1 2026.

  • Elwood & Goetz Wealth Advisory Group held 2,479 shares of Netflix worth $238K as of Q1 2026.
  • Netflix was a new Elwood & Goetz Wealth Advisory Group position in Q1 2026.
  • Netflix made up 0.04% of Elwood & Goetz Wealth Advisory Group's portfolio in Q1 2026, its #128 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Netflix in Q3 2025 and has held it in 2 quarters since.
  • 3,609 funds tracked by Wall St. Rank held Netflix as of Q1 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.