EWS
NFLX icon

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
Q2 		$784K Buy
10,025
+2,684
+37% +$236K 0.04% 235
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 $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 $3.37T AUM 44.26% 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 Solutions's NFLX Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Netflix (NFLX) stake by 37% in Q2 2026, buying an estimated $236K and bringing the position to 10,025 shares worth $784K. The position accounts for 0.04% of the portfolio, ranked #235.

Evergreen Wealth Solutions first reported a position in NFLX in Q2 2022 and has held it in 17 quarters since. The position peaked at $951K in Q2 2023. 3,378 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

  • Evergreen Wealth Solutions held 10,025 shares of Netflix worth $784K as of Q2 2026.
  • Evergreen Wealth Solutions bought 2,684 Netflix shares in Q2 2026, an estimated $236K.
  • Netflix made up 0.04% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #235 holding.
  • Evergreen Wealth Solutions first reported a position in Netflix in Q2 2022 and has held it in 17 quarters since.
  • Evergreen Wealth Solutions's Netflix position peaked at $951K in Q2 2023.
  • 3,378 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.