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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
Q2 		$276K Sell
3,871
-4,405
-53% -$388K 0.13% 57
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Estate Planners Group's NFLX Position: Q2 2026 in Review

Estate Planners Group reduced its Netflix (NFLX) stake by 53% in Q2 2026, selling an estimated $388K and leaving 3,871 shares worth $276K. The position accounts for 0.13% of the portfolio, ranked #57.

Estate Planners Group first reported a position in NFLX in Q4 2025 and has held it in 3 quarters since. The position peaked at $796K in Q1 2026. 3,394 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

  • Estate Planners Group held 3,871 shares of Netflix worth $276K as of Q2 2026.
  • Estate Planners Group sold 4,405 Netflix shares in Q2 2026, an estimated $388K.
  • Netflix made up 0.13% of Estate Planners Group's portfolio in Q2 2026, its #57 holding.
  • Estate Planners Group first reported a position in Netflix in Q4 2025 and has held it in 3 quarters since.
  • Estate Planners Group's Netflix position peaked at $796K in Q1 2026.
  • 3,394 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Estate Planners Group's 13F filing for Q2 2026, filed 13 Aug 2026.