Exencial Wealth Advisors’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
$11.6M Buy
120,760
+96,832
+405% +$8.53M 0.36% 76
2025
Q4
$2.24M Buy
23,928
+2,278
+11% +$246K 0.07% 210
2025
Q3
$2.6M Buy
21,650
+80
+0.4% +$9.76K 0.08% 194
2025
Q2
$2.89M Buy
21,570
+6,270
+41% +$709K 0.1% 183
2025
Q1
$1.43M Buy
15,300
+340
+2% +$32.3K 0.05% 247
2024
Q4
$1.33M Buy
14,960
+430
+3% +$35.4K 0.05% 254
2024
Q3
$1.03M Sell
14,530
-1,280
-8% -$85.6K 0.04% 272
2024
Q2
$1.07M Buy
15,810
+940
+6% +$58.7K 0.04% 265
2024
Q1
$903K Sell
14,870
-760
-5% -$42.9K 0.03% 290
2023
Q4
$761K Buy
15,630
+3,950
+34% +$172K 0.03% 293
2023
Q3
$441K Sell
11,680
-3,000
-20% -$127K 0.02% 310
2023
Q2
$647K Buy
14,680
+130
+0.9% +$4.79K 0.03% 267
2023
Q1
$503K Sell
14,550
-2,450
-14% -$81.1K 0.03% 281
2022
Q4
$501K Sell
17,000
-2,390
-12% -$67K 0.03% 288
2022
Q3
$457K Sell
19,390
-194,610
-91% -$4.32M 0.03% 288
2022
Q2
$3.74M Sell
214,000
-15,210
-7% -$337K 0.21% 129
2022
Q1
$8.59M Buy
229,210
+4,590
+2% +$191K 0.43% 76
2021
Q4
$13.5M Sell
224,620
-31,530
-12% -$2.01M 0.65% 35
2021
Q3
$15.6M Buy
256,150
+79,820
+45% +$4.39M 0.68% 23
2021
Q2
$9.31M Sell
176,330
-14,630
-8% -$748K 0.5% 63
2021
Q1
$9.96M Buy
190,960
+54,530
+40% +$2.89M 0.59% 43
2020
Q4
$7.38M Buy
136,430
+37,020
+37% +$1.88M 0.5% 63
2020
Q3
$4.97M Buy
99,410
+5,060
+5% +$252K 0.26% 116
2020
Q2
$4.29M Buy
94,350
+21,540
+30% +$917K 0.37% 92
2020
Q1
$2.73M Buy
72,810
+61,050
+519% +$2.16M 0.49% 72
2019
Q4
$381K Sell
11,760
-1,900
-14% -$56.3K 0.07% 191
2019
Q3
$366K Buy
13,660
+3,640
+36% +$114K 0.08% 178
2019
Q2
$368K Hold
10,020
0.09% 162
2019
Q1
$357K Hold
10,020
0.08% 168
2018
Q4
$268K Sell
10,020
-180
-2% -$5.39K 0.07% 178
2018
Q3
$382K Buy
+10,200
New +$370K 0.09% 132

Other funds holding NFLX

Exencial Wealth Advisors's NFLX Position: Q1 2026 in Review

Exencial Wealth Advisors increased its Netflix (NFLX) stake by 405% in Q1 2026, buying an estimated $8.53M and bringing the position to 120,760 shares worth $11.6M. The position accounts for 0.36% of the portfolio, ranked #76.

Exencial Wealth Advisors first reported a position in NFLX in Q3 2018 and has held it in 31 quarters since. The position peaked at $15.6M in Q3 2021. 3,607 funds tracked by Wall St. Rank hold NFLX as of Q1 2026.

  • Exencial Wealth Advisors held 120,760 shares of Netflix worth $11.6M as of Q1 2026.
  • Exencial Wealth Advisors bought 96,832 Netflix shares in Q1 2026, an estimated $8.53M.
  • Netflix made up 0.36% of Exencial Wealth Advisors's portfolio in Q1 2026, its #76 holding.
  • Exencial Wealth Advisors first reported a position in Netflix in Q3 2018 and has held it in 31 quarters since.
  • Exencial Wealth Advisors's Netflix position peaked at $15.6M in Q3 2021.
  • 3,607 funds tracked by Wall St. Rank held Netflix as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.