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Estate Planners Group’s Netflix NFLX Stock Holding History

Estate Planners 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 		$796K Buy
8,276
+1,094
+15% +$96.4K 0.38% 28
2025
Q4 		$673K Buy
+7,182
New +$774K 0.29% 34

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

Estate Planners Group's NFLX Position: Q1 2026 in Review

Estate Planners Group increased its Netflix (NFLX) stake by 15% in Q1 2026, buying an estimated $96.4K and bringing the position to 8,276 shares worth $796K. The position accounts for 0.38% of the portfolio, ranked #28.

Estate Planners Group first reported a position in NFLX in Q4 2025 and has held it in 2 quarters since. 3,609 funds tracked by Wall St. Rank hold NFLX as of Q1 2026.

  • Estate Planners Group held 8,276 shares of Netflix worth $796K as of Q1 2026.
  • Estate Planners Group bought 1,094 Netflix shares in Q1 2026, an estimated $96.4K.
  • Netflix made up 0.38% of Estate Planners Group's portfolio in Q1 2026, its #28 holding.
  • Estate Planners Group first reported a position in Netflix in Q4 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 Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.