HWM
NFLX icon

HB Wealth Management’s Netflix NFLX Stock Holding History

HB 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
2023
Q1 		– Sell
-1,000
Closed -$29.5K – 733
2022
Q4 		$29.5K Hold
1,000
– – ﹤0.01% 681
2022
Q3 		$24K Hold
1,000
– – ﹤0.01% 575
2022
Q2 		$17K Hold
1,000
– – ﹤0.01% 572
2022
Q1 		$37K Hold
1,000
– – ﹤0.01% 583
2021
Q4 		$60K Buy
+1,000
New +$63.9K ﹤0.01% 515

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

HB Wealth Management's NFLX Position: Q1 2026 in Review

HB Wealth Management increased its Netflix (NFLX) stake by 6.6% in Q1 2026, buying an estimated $1.3M and bringing the position to 237,387 shares worth $22.8M. The position accounts for 0.15% of the portfolio, ranked #81.

HB Wealth Management first reported a position in NFLX in Q4 2021 and has held it in 18 quarters since. The position peaked at $24.2M in Q3 2025. 3,608 funds tracked by Wall St. Rank hold NFLX as of Q1 2026.

  • HB Wealth Management held 237,387 shares of Netflix worth $22.8M as of Q1 2026.
  • HB Wealth Management bought 14,756 Netflix shares in Q1 2026, an estimated $1.3M.
  • Netflix made up 0.15% of HB Wealth Management's portfolio in Q1 2026, its #81 holding.
  • HB Wealth Management first reported a position in Netflix in Q4 2021 and has held it in 18 quarters since.
  • HB Wealth Management's Netflix position peaked at $24.2M in Q3 2025.
  • 3,608 funds tracked by Wall St. Rank held Netflix as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.