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Forvis Mazars Wealth Advisors’s Netflix NFLX Stock Holding History

Forvis Mazars Wealth Advisors’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 		$1.74M Sell
18,054
-9,696
-35% -$854K 0.03% 165
2025
Q4 		$2.6M Buy
27,750
+2,450
+10% +$264K 0.05% 135
2025
Q3 		$3.03M Sell
25,300
-530
-2% -$64.7K 0.06% 122
2025
Q2 		$3.46M Buy
25,830
+11,210
+77% +$1.27M 0.07% 113
2025
Q1 		$1.36M Sell
14,620
-2,390
-14% -$227K 0.03% 181
2024
Q4 		$1.52M Sell
17,010
-190
-1% -$15.6K 0.03% 181
2024
Q3 		$1.22M Buy
17,200
+8,040
+88% +$538K 0.03% 208
2024
Q2 		$618K Sell
9,160
-580
-6% -$36.2K 0.02% 258
2024
Q1 		$592K Buy
9,740
+5,300
+119% +$299K 0.02% 266
2023
Q4 		$216K Buy
+4,440
New +$194K 0.01% 369
2023
Q2 		– Sell
-6,150
Closed -$212K – 420
2023
Q1 		$212K Buy
+6,150
New +$204K 0.01% 384
2021
Q2 		– Sell
-5,320
Closed -$278K – 274
2021
Q1 		$278K Sell
5,320
-13,690
-72% -$726K 0.01% 234
2020
Q4 		$1.03M Buy
19,010
+6,000
+46% +$304K 0.05% 148
2020
Q3 		$651K Buy
13,010
+840
+7% +$41.8K 0.04% 172
2020
Q2 		$554K Buy
12,170
+1,550
+15% +$66K 0.04% 185
2020
Q1 		$399K Buy
10,620
+2,200
+26% +$77.8K 0.03% 194
2019
Q4 		$272K Buy
+8,420
New +$250K 0.02% 245
2019
Q3 		– Sell
-6,760
Closed -$248K – 268
2019
Q2 		$248K Sell
6,760
-730
-10% -$26.3K 0.02% 236
2019
Q1 		$267K Buy
+7,490
New +$260K 0.02% 220
2018
Q4 		– Sell
-7,450
Closed -$279K – 241
2018
Q3 		$279K Sell
7,450
-280
-4% -$10.2K 0.02% 201
2018
Q2 		$303K Buy
7,730
+710
+10% +$24.2K 0.03% 193
2018
Q1 		$207K Buy
+7,020
New +$191K 0.02% 226

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

Forvis Mazars Wealth Advisors's NFLX Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its Netflix (NFLX) stake by 35% in Q1 2026, selling an estimated $854K and leaving 18,054 shares worth $1.74M. The position accounts for 0.03% of the portfolio, ranked #165.

Forvis Mazars Wealth Advisors first reported a position in NFLX in Q1 2018 and has held it in 22 quarters since. The position peaked at $3.46M in Q2 2025. 3,609 funds tracked by Wall St. Rank hold NFLX as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 18,054 shares of Netflix worth $1.74M as of Q1 2026.
  • Forvis Mazars Wealth Advisors sold 9,696 Netflix shares in Q1 2026, an estimated $854K.
  • Netflix made up 0.03% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #165 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Netflix in Q1 2018 and has held it in 22 quarters since.
  • Forvis Mazars Wealth Advisors's Netflix position peaked at $3.46M in Q2 2025.
  • 3,609 funds tracked by Wall St. Rank held Netflix as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.