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Evergreen Wealth Partners’s Netflix NFLX Stock Holding History

Evergreen Wealth Partners’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 		$369K Buy
5,165
+2,847
+123% +$251K 0.22% 61
2026
Q1 		$223K Buy
2,318
+58
+3% +$5.11K 0.17% 76
2025
Q4 		$212K Buy
+2,260
New +$244K 0.18% 76

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

Evergreen Wealth Partners's NFLX Position: Q2 2026 in Review

Evergreen Wealth Partners increased its Netflix (NFLX) stake by 123% in Q2 2026, buying an estimated $251K and bringing the position to 5,165 shares worth $369K. The position accounts for 0.22% of the portfolio, ranked #61.

Evergreen Wealth Partners first reported a position in NFLX in Q4 2025 and has held it in 3 quarters since. 3,394 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

  • Evergreen Wealth Partners held 5,165 shares of Netflix worth $369K as of Q2 2026.
  • Evergreen Wealth Partners bought 2,847 Netflix shares in Q2 2026, an estimated $251K.
  • Netflix made up 0.22% of Evergreen Wealth Partners's portfolio in Q2 2026, its #61 holding.
  • Evergreen Wealth Partners first reported a position in Netflix in Q4 2025 and has held it in 3 quarters since.
  • 3,394 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Evergreen Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.