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Everhart Financial Group’s Netflix NFLX Stock Holding History

Everhart Financial Group’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 		$2.6M Sell
36,467
-8,435
-19% -$743K 0.17% 63
2026
Q1 		$4.32M Buy
44,902
+5,674
+14% +$500K 0.37% 39
2025
Q4 		$3.68M Buy
39,228
+1,348
+4% +$145K 0.34% 37
2025
Q3 		$4.54M Buy
37,880
+640
+2% +$78.1K 0.46% 32
2025
Q2 		$4.99M Buy
37,240
+2,870
+8% +$325K 0.58% 27
2025
Q1 		$3.21M Buy
34,370
+1,760
+5% +$167K 0.44% 36
2024
Q4 		$2.91M Buy
32,610
+1,330
+4% +$109K 0.6% 35
2024
Q3 		$2.22M Buy
31,280
+4,750
+18% +$318K 0.49% 38
2024
Q2 		$1.79M Buy
26,530
+2,240
+9% +$140K 0.46% 39
2024
Q1 		$1.48M Buy
24,290
+2,560
+12% +$144K 0.43% 42
2023
Q4 		$1.06M Buy
21,730
+590
+3% +$25.8K 0.37% 55
2023
Q3 		$798K Buy
21,140
+590
+3% +$25K 0.34% 60
2023
Q2 		$905K Buy
20,550
+6,530
+47% +$241K 0.37% 57
2023
Q1 		$484K Buy
14,020
+890
+7% +$29.5K 0.22% 92
2022
Q4 		$387K Sell
13,130
-950
-7% -$26.6K 0.19% 98
2022
Q3 		$331K Buy
+14,080
New +$313K 0.18% 109
2022
Q1 		– Sell
-6,850
Closed -$413K – 136
2021
Q4 		$413K Buy
6,850
+1,720
+34% +$110K 0.25% 76
2021
Q3 		$313K Buy
+5,130
New +$282K 0.21% 81

Other funds holding NFLX

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Everhart Financial Group's NFLX Position: Q2 2026 in Review

Everhart Financial Group reduced its Netflix (NFLX) stake by 19% in Q2 2026, selling an estimated $743K and leaving 36,467 shares worth $2.6M. The position accounts for 0.17% of the portfolio, ranked #63.

Everhart Financial Group first reported a position in NFLX in Q3 2021 and has held it in 18 quarters since. The position peaked at $4.99M in Q2 2025. 575 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

  • Everhart Financial Group held 36,467 shares of Netflix worth $2.6M as of Q2 2026.
  • Everhart Financial Group sold 8,435 Netflix shares in Q2 2026, an estimated $743K.
  • Netflix made up 0.17% of Everhart Financial Group's portfolio in Q2 2026, its #63 holding.
  • Everhart Financial Group first reported a position in Netflix in Q3 2021 and has held it in 18 quarters since.
  • Everhart Financial Group's Netflix position peaked at $4.99M in Q2 2025.
  • 575 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.