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Gitterman Wealth Management’s Netflix NFLX Stock Holding History

Gitterman Wealth Management’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
2025
Q3 		– Sell
-2,230
Closed -$299K – 265
2025
Q2 		$299K Buy
+2,230
New +$252K 0.07% 83
2024
Q2 		– Sell
-3,540
Closed -$215K – 127
2024
Q1 		$215K Buy
+3,540
New +$200K 0.08% 87
2022
Q2 		– Sell
-7,500
Closed -$281K – 94
2022
Q1 		$281K Sell
7,500
-6,890
-48% -$287K 0.23% 54
2021
Q4 		$867K Buy
14,390
+3,360
+30% +$215K 0.64% 20
2021
Q3 		$673K Sell
11,030
-2,490
-18% -$137K 0.54% 23
2021
Q2 		$714K Hold
13,520
– – 0.58% 21
2021
Q1 		$705K Buy
+13,520
New +$717K 0.45% 20

Other funds holding NFLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gitterman Wealth Management's NFLX Position: Q3 2025 in Review

Gitterman Wealth Management sold out of Netflix (NFLX) in Q3 2025, closing a stake of 2,230 shares — an estimated $299K sold.

Gitterman Wealth Management first reported a position in NFLX in Q1 2021 and held it in 7 quarters. The position peaked at $867K in Q4 2021. 3,488 funds tracked by Wall St. Rank hold NFLX as of Q3 2025.

  • Gitterman Wealth Management reported no remaining Netflix position as of Q3 2025 after selling out during the quarter.
  • Gitterman Wealth Management sold 2,230 Netflix shares in Q3 2025, an estimated $299K.
  • Gitterman Wealth Management first reported a position in Netflix in Q1 2021 and held it in 7 quarters.
  • Gitterman Wealth Management's Netflix position peaked at $867K in Q4 2021.
  • 3,488 funds tracked by Wall St. Rank held Netflix as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.