Heritage Oak Wealth Advisors’s Netflix NFLX Stock Holding History

Heritage Oak 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	$256K	Buy	3,585 +93	+3%	+$8.19K	0.08%	83
2026 Q1	$336K	Buy	3,492 +508	+17%	+$44.8K	0.11%	54
2025 Q4	$280K	Sell	2,984 -756	-20%	-$81.5K	0.1%	64
2025 Q3	$448K	Sell	3,740 -230	-6%	-$28.1K	0.16%	50
2025 Q2	$532K	Buy	3,970 +960	+32%	+$109K	0.21%	44
2025 Q1	$281K	Buy	+3,010	New	+$286K	0.12%	57
2024 Q4	–	Sell	-16,590	Closed	-$1.18M	–	144
2024 Q3	$1.18M	Buy	+16,590	New	+$1.11M	0.54%	41

Other funds holding NFLX

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Heritage Oak Wealth Advisors's NFLX Position: Q2 2026 in Review

Heritage Oak Wealth Advisors increased its Netflix (NFLX) stake by 2.7% in Q2 2026, buying an estimated $8.19K and bringing the position to 3,585 shares worth $256K. The position accounts for 0.08% of the portfolio, ranked #83.

Heritage Oak Wealth Advisors first reported a position in NFLX in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.18M in Q3 2024. 1,093 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

Heritage Oak Wealth Advisors held 3,585 shares of Netflix worth $256K as of Q2 2026.
Heritage Oak Wealth Advisors bought 93 Netflix shares in Q2 2026, an estimated $8.19K.
Netflix made up 0.08% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #83 holding.
Heritage Oak Wealth Advisors first reported a position in Netflix in Q3 2024 and has held it in 7 quarters since.
Heritage Oak Wealth Advisors's Netflix position peaked at $1.18M in Q3 2024.
1,093 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.