Heritage Wealth Advisors’s Netflix NFLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.11M | Buy |
11,511
+1,501
| +15% | +$132K | 0.04% | 76 |
|
|
2025
Q4 | $939K | Hold |
10,010
| – | – | 0.04% | 112 |
|
|
2025
Q3 | $1.2M | Hold |
10,010
| – | – | 0.05% | 75 |
|
|
2025
Q2 | $1.34M | Hold |
10,010
| – | – | 0.06% | 68 |
|
|
2025
Q1 | $933K | Sell |
10,010
-20
| -0.2% | -$1.9K | 0.05% | 81 |
|
|
2024
Q4 | $894K | Buy |
10,030
+20
| +0.2% | +$1.65K | 0.04% | 89 |
|
|
2024
Q3 | $710K | Buy |
10,010
+160
| +2% | +$10.7K | 0.03% | 112 |
|
|
2024
Q2 | $665K | Hold |
9,850
| – | – | 0.03% | 114 |
|
|
2024
Q1 | $598K | Sell |
9,850
-1,750
| -15% | -$98.7K | 0.03% | 133 |
|
|
2023
Q4 | $565K | Hold |
11,600
| – | – | 0.03% | 136 |
|
|
2023
Q3 | $438K | Sell |
11,600
-80
| -0.7% | -$3.39K | 0.02% | 138 |
|
|
2023
Q2 | $514K | Sell |
11,680
-2,000
| -15% | -$73.7K | 0.03% | 131 |
|
|
2023
Q1 | $473K | Buy |
13,680
+550
| +4% | +$18.2K | 0.03% | 131 |
|
|
2022
Q4 | $387K | Sell |
13,130
-1,500
| -10% | -$42.1K | 0.02% | 151 |
|
|
2022
Q3 | $344K | Sell |
14,630
-1,580
| -10% | -$35.1K | 0.03% | 150 |
|
|
2022
Q2 | $283K | Hold |
16,210
| – | – | 0.02% | 163 |
|
|
2022
Q1 | $607K | Buy |
16,210
+300
| +2% | +$12.5K | 0.03% | 119 |
|
|
2021
Q4 | $958K | Hold |
15,910
| – | – | 0.05% | 98 |
|
|
2021
Q3 | $971K | Hold |
15,910
| – | – | 0.06% | 88 |
|
|
2021
Q2 | $840K | Hold |
15,910
| – | – | 0.05% | 95 |
|
|
2021
Q1 | $830K | Hold |
15,910
| – | – | 0.05% | 97 |
|
|
2020
Q4 | $860K | Hold |
15,910
| – | – | 0.05% | 94 |
|
|
2020
Q3 | $796K | Hold |
15,910
| – | – | 0.1% | 68 |
|
|
2020
Q2 | $724K | Buy |
15,910
+900
| +6% | +$38.3K | 0.1% | 69 |
|
|
2020
Q1 | $564K | Sell |
15,010
-90
| -0.6% | -$3.18K | 0.1% | 76 |
|
|
2019
Q4 | $489K | Buy |
15,100
+1,590
| +12% | +$47.1K | 0.06% | 101 |
|
|
2019
Q3 | $361K | Sell |
13,510
-300
| -2% | -$9.39K | 0.05% | 116 |
|
|
2019
Q2 | $507K | Buy |
13,810
+980
| +8% | +$35.4K | 0.08% | 88 |
|
|
2019
Q1 | $457K | Hold |
12,830
| – | – | 0.08% | 85 |
|
|
2018
Q4 | $343K | Sell |
12,830
-1,000
| -7% | -$29.9K | 0.07% | 96 |
|
|
2018
Q3 | $517K | Buy |
13,830
+1,500
| +12% | +$54.4K | 0.1% | 79 |
|
|
2018
Q2 | $483K | Hold |
12,330
| – | – | 0.18% | 73 |
|
|
2018
Q1 | $364K | Hold |
12,330
| – | – | 0.15% | 84 |
|
|
2017
Q4 | $236K | Hold |
12,330
| – | – | 0.1% | 104 |
|
|
2017
Q3 | $224K | Buy |
+12,330
| New | +$215K | 0.11% | 97 |
|
Other funds holding NFLX
VCM
VPM
Heritage Wealth Advisors's NFLX Position: Q1 2026 in Review
Heritage Wealth Advisors increased its Netflix (NFLX) stake by 15% in Q1 2026, buying an estimated $132K and bringing the position to 11,511 shares worth $1.11M. The position accounts for 0.04% of the portfolio, ranked #76.
Heritage Wealth Advisors first reported a position in NFLX in Q3 2017 and has held it in 35 quarters since. The position peaked at $1.34M in Q2 2025. 3,606 funds tracked by Wall St. Rank hold NFLX as of Q1 2026.
- Heritage Wealth Advisors held 11,511 shares of Netflix worth $1.11M as of Q1 2026.
- Heritage Wealth Advisors bought 1,501 Netflix shares in Q1 2026, an estimated $132K.
- Netflix made up 0.04% of Heritage Wealth Advisors's portfolio in Q1 2026, its #76 holding.
- Heritage Wealth Advisors first reported a position in Netflix in Q3 2017 and has held it in 35 quarters since.
- Heritage Wealth Advisors's Netflix position peaked at $1.34M in Q2 2025.
- 3,606 funds tracked by Wall St. Rank held Netflix as of Q1 2026.
Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.