EWA
NFLX icon

Encompass Wealth Advisors’s Netflix NFLX Stock Holding History

Encompass Wealth Advisors’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
Q4 		– Sell
-1,870
Closed -$224K – 108
2025
Q3 		$224K Sell
1,870
-170
-8% -$20.7K 0.08% 101
2025
Q2 		$273K Buy
+2,040
New +$231K 0.1% 87
2022
Q1 		– Sell
-4,180
Closed -$252K – 362
2021
Q4 		$252K Hold
4,180
– – 0.06% 198
2021
Q3 		$255K Hold
4,180
– – 0.07% 197
2021
Q2 		$220K Hold
4,180
– – 0.05% 209
2021
Q1 		$210K Buy
+4,180
New +$222K 0.05% 210

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Encompass Wealth Advisors's NFLX Position: Q4 2025 in Review

Encompass Wealth Advisors sold out of Netflix (NFLX) in Q4 2025, closing a stake of 1,870 shares — an estimated $224K sold.

Encompass Wealth Advisors first reported a position in NFLX in Q1 2021 and held it in 6 quarters. The position peaked at $273K in Q2 2025. 3,541 funds tracked by Wall St. Rank hold NFLX as of Q4 2025.

  • Encompass Wealth Advisors reported no remaining Netflix position as of Q4 2025 after selling out during the quarter.
  • Encompass Wealth Advisors sold 1,870 Netflix shares in Q4 2025, an estimated $224K.
  • Encompass Wealth Advisors first reported a position in Netflix in Q1 2021 and held it in 6 quarters.
  • Encompass Wealth Advisors's Netflix position peaked at $273K in Q2 2025.
  • 3,541 funds tracked by Wall St. Rank held Netflix as of Q4 2025.

Based on Encompass Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.