Evelyn Partners Investment Management’s Netflix NFLX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$20M Buy
207,610
+18,279
+10% +$1.61M 0.54% 41
2025
Q4
$17.8M Buy
189,331
+32,531
+21% +$3.51M 0.49% 46
2025
Q3
$18.8M Buy
156,800
+5,900
+4% +$720K 0.53% 43
2025
Q2
$20.2M Buy
150,900
+14,130
+10% +$1.6M 0.62% 43
2025
Q1
$12.8M Buy
136,770
+620
+0.5% +$59K 0.42% 51
2024
Q4
$12.1M Buy
+136,150
New +$11.2M 0.39% 50

Other funds holding NFLX

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

Evelyn Partners Investment Management increased its Netflix (NFLX) stake by 9.7% in Q1 2026, buying an estimated $1.61M and bringing the position to 207,610 shares worth $20M. The position accounts for 0.54% of the portfolio, ranked #41.

Evelyn Partners Investment Management first reported a position in NFLX in Q4 2024 and has held it in 6 quarters since. The position peaked at $20.2M in Q2 2025. 3,609 funds tracked by Wall St. Rank hold NFLX as of Q1 2026.

  • Evelyn Partners Investment Management held 207,610 shares of Netflix worth $20M as of Q1 2026.
  • Evelyn Partners Investment Management bought 18,279 Netflix shares in Q1 2026, an estimated $1.61M.
  • Netflix made up 0.54% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #41 holding.
  • Evelyn Partners Investment Management first reported a position in Netflix in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Netflix position peaked at $20.2M in Q2 2025.
  • 3,609 funds tracked by Wall St. Rank held Netflix as of Q1 2026.

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