Evelyn Partners Investment Management Services’s Netflix NFLX Stock Holding History

Evelyn Partners Investment Management Services’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	$2.8M	Buy	29,074 +17,319	+147%	+$1.53M	0.33%	58
2025 Q4	$1.1M	Buy	11,755 +2,045	+21%	+$220K	0.14%	86
2025 Q3	$1.16M	Buy	9,710 +520	+6%	+$63.5K	0.16%	79
2025 Q2	$1.23M	Sell	9,190 -620	-6%	-$70.1K	0.18%	71
2025 Q1	$915K	Buy	9,810 +4,340	+79%	+$413K	0.15%	82
2024 Q4	$488K	Buy	+5,470	New	+$450K	0.09%	92

Other funds holding NFLX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Evelyn Partners Investment Management Services's NFLX Position: Q1 2026 in Review

Evelyn Partners Investment Management Services increased its Netflix (NFLX) stake by 147% in Q1 2026, buying an estimated $1.53M and bringing the position to 29,074 shares worth $2.8M. The position accounts for 0.33% of the portfolio, ranked #58.

Evelyn Partners Investment Management Services first reported a position in NFLX in Q4 2024 and has held it in 6 quarters since. 3,609 funds tracked by Wall St. Rank hold NFLX as of Q1 2026.

Evelyn Partners Investment Management Services held 29,074 shares of Netflix worth $2.8M as of Q1 2026.
Evelyn Partners Investment Management Services bought 17,319 Netflix shares in Q1 2026, an estimated $1.53M.
Netflix made up 0.33% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #58 holding.
Evelyn Partners Investment Management Services first reported a position in Netflix in Q4 2024 and has held it in 6 quarters since.
3,609 funds tracked by Wall St. Rank held Netflix as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.