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HCR Wealth Advisors’s Netflix NFLX Stock Holding History

HCR 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
Q2 		$2.7M Sell
37,758
-881
-2% -$77.6K 0.24% 66
2026
Q1 		$3.72M Buy
38,639
+4,891
+14% +$431K 0.39% 47
2025
Q4 		$3.16M Buy
33,748
+648
+2% +$69.9K 0.31% 54
2025
Q3 		$3.85M Sell
33,100
-1,540
-4% -$188K 0.4% 40
2025
Q2 		$4.64M Buy
34,640
+500
+1% +$56.5K 0.55% 30
2025
Q1 		$3.18M Buy
34,140
+3,190
+10% +$303K 0.41% 42
2024
Q4 		$2.76M Sell
30,950
-60
-0.2% -$4.94K 0.35% 48
2024
Q3 		$2.2M Buy
31,010
+1,160
+4% +$77.6K 0.29% 57
2024
Q2 		$2.01M Sell
29,850
-600
-2% -$37.5K 0.29% 57
2024
Q1 		$1.85M Sell
30,450
-540
-2% -$30.4K 0.28% 61
2023
Q4 		$1.51M Buy
30,990
+13,870
+81% +$605K 0.24% 68
2023
Q3 		$646K Sell
17,120
-1,000
-6% -$42.4K 0.14% 92
2023
Q2 		$798K Hold
18,120
– – 0.15% 86
2023
Q1 		$626K Hold
18,120
– – 0.12% 102
2022
Q4 		$534K Hold
18,120
– – 0.11% 106
2022
Q3 		$427K Sell
18,120
-100
-0.5% -$2.22K 0.09% 114
2022
Q2 		$319K Buy
18,220
+3,710
+26% +$82.3K 0.06% 135
2022
Q1 		$544K Buy
14,510
+440
+3% +$18.3K 0.09% 120
2021
Q4 		$848K Hold
14,070
– – 0.13% 111
2021
Q3 		$859K Hold
14,070
– – 0.14% 107
2021
Q2 		$743K Sell
14,070
-200
-1% -$10.2K 0.13% 111
2021
Q1 		$744K Sell
14,270
-11,470
-45% -$608K 0.15% 103
2020
Q4 		$1.39M Buy
25,740
+220
+0.9% +$11.2K 0.29% 69
2020
Q3 		$1.28M Sell
25,520
-1,620
-6% -$80.6K 0.29% 68
2020
Q2 		$1.32M Sell
27,140
-14,300
-35% -$609K 0.31% 56
2020
Q1 		$1.56M Sell
41,440
-600
-1% -$21.2K 0.45% 40
2019
Q4 		$1.36M Sell
42,040
-950
-2% -$28.2K 0.33% 58
2019
Q3 		$1.15M Buy
42,990
+1,990
+5% +$62.3K 0.38% 58
2019
Q2 		$1.51M Sell
41,000
-109,020
-73% -$3.93M 0.43% 44
2019
Q1 		$1.04M Buy
150,020
+67,990
+83% +$2.36M 0.3% 71
2018
Q4 		$911K Sell
82,030
-960
-1% -$28.7K 0.29% 72
2018
Q3 		$1.17M Buy
82,990
+50,980
+159% +$1.85M 0.38% 64
2018
Q2 		$1.25M Sell
32,010
-1,450
-4% -$49.4K 0.41% 57
2018
Q1 		$988K Sell
33,460
-2,170
-6% -$59.1K 0.34% 73
2017
Q4 		$684K Buy
35,630
+4,200
+13% +$80.9K 0.24% 85
2017
Q3 		$570K Buy
31,430
+3,940
+14% +$68.7K 0.24% 92
2017
Q2 		$411K Hold
27,490
– – 0.2% 90
2017
Q1 		$406K Buy
27,490
+2,750
+11% +$38.6K 0.21% 95
2016
Q4 		$306K Buy
+24,740
New +$293K 0.16% 110

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 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

HCR Wealth Advisors's NFLX Position: Q2 2026 in Review

HCR Wealth Advisors reduced its Netflix (NFLX) stake by 2.3% in Q2 2026, selling an estimated $77.6K and leaving 37,758 shares worth $2.7M. The position accounts for 0.24% of the portfolio, ranked #66.

HCR Wealth Advisors first reported a position in NFLX in Q4 2016 and has held it in 39 quarters since. The position peaked at $4.64M in Q2 2025. 845 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

  • HCR Wealth Advisors held 37,758 shares of Netflix worth $2.7M as of Q2 2026.
  • HCR Wealth Advisors sold 881 Netflix shares in Q2 2026, an estimated $77.6K.
  • Netflix made up 0.24% of HCR Wealth Advisors's portfolio in Q2 2026, its #66 holding.
  • HCR Wealth Advisors first reported a position in Netflix in Q4 2016 and has held it in 39 quarters since.
  • HCR Wealth Advisors's Netflix position peaked at $4.64M in Q2 2025.
  • 845 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.