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Evergreen Wealth Solutions’s Netflix NFLX Stock Holding History

Evergreen Wealth Solutions’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 		$706K Buy
7,341
+3,566
+94% +$314K 0.05% 202
2025
Q4 		$354K Sell
3,775
-35
-0.9% -$3.77K 0.05% 152
2025
Q3 		$457K Sell
3,810
-60
-2% -$7.32K 0.26% 64
2025
Q2 		$518K Sell
3,870
-680
-15% -$76.9K 0.31% 60
2025
Q1 		$424K Sell
4,550
-1,000
-18% -$95.1K 0.29% 64
2024
Q4 		$495K Sell
5,550
-1,250
-18% -$103K 0.34% 56
2024
Q3 		$482K Sell
6,800
-1,010
-13% -$67.5K 0.33% 59
2024
Q2 		$527K Sell
7,810
-3,210
-29% -$200K 0.37% 58
2024
Q1 		$669K Sell
11,020
-4,600
-29% -$259K 0.5% 46
2023
Q4 		$761K Sell
15,620
-2,770
-15% -$121K 0.65% 40
2023
Q3 		$694K Sell
18,390
-3,200
-15% -$136K 0.7% 39
2023
Q2 		$951K Sell
21,590
-2,010
-9% -$74K 0.96% 34
2023
Q1 		$815K Sell
23,600
-2,550
-10% -$84.4K 0.94% 38
2022
Q4 		$771K Sell
26,150
-510
-2% -$14.3K 1.02% 32
2022
Q3 		$628K Buy
26,660
+3,250
+14% +$72.2K 0.89% 35
2022
Q2 		$409K Buy
+23,410
New +$519K 0.5% 59

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

Evergreen Wealth Solutions's NFLX Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its Netflix (NFLX) stake by 94% in Q1 2026, buying an estimated $314K and bringing the position to 7,341 shares worth $706K. The position accounts for 0.05% of the portfolio, ranked #202.

Evergreen Wealth Solutions first reported a position in NFLX in Q2 2022 and has held it in 16 quarters since. The position peaked at $951K in Q2 2023. 3,607 funds tracked by Wall St. Rank hold NFLX as of Q1 2026.

  • Evergreen Wealth Solutions held 7,341 shares of Netflix worth $706K as of Q1 2026.
  • Evergreen Wealth Solutions bought 3,566 Netflix shares in Q1 2026, an estimated $314K.
  • Netflix made up 0.05% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #202 holding.
  • Evergreen Wealth Solutions first reported a position in Netflix in Q2 2022 and has held it in 16 quarters since.
  • Evergreen Wealth Solutions's Netflix position peaked at $951K in Q2 2023.
  • 3,607 funds tracked by Wall St. Rank held Netflix as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.