Independent Wealth Network’s Netflix NFLX Stock Holding History

Independent Wealth Network’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 Q3	$376K	Sell	5,405 -597	-10%	-$44.9K	0.09%	222
2026 Q2	$429K	Sell	6,002 -358	-6%	-$31.5K	0.11%	201
2026 Q1	$612K	Sell	6,360 -428	-6%	-$37.7K	0.18%	141
2025 Q4	$636K	Buy	6,788 +1,678	+33%	+$181K	0.19%	129
2025 Q3	$613K	Sell	5,110 -80	-2%	-$9.8K	0.2%	123
2025 Q2	$695K	Sell	5,190 -40	-0.8%	-$4.52K	0.25%	97
2025 Q1	$488K	Buy	5,230 +400	+8%	+$38K	0.19%	132
2024 Q4	$431K	Buy	4,830 +730	+18%	+$60.1K	0.17%	141
2024 Q3	$291K	Buy	+4,100	New	+$274K	0.13%	173
2022 Q1	–	Sell	-4,400	Closed	-$265K	–	225
2021 Q4	$265K	Buy	4,400 +380	+9%	+$24.3K	0.16%	153
2021 Q3	$277K	Buy	+4,020	New	+$221K	0.18%	141

Other funds holding NFLX

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Independent Wealth Network's NFLX Position: Q3 2026 in Review

Independent Wealth Network reduced its Netflix (NFLX) stake by 9.9% in Q3 2026, selling an estimated $44.9K and leaving 5,405 shares worth $376K. The position accounts for 0.09% of the portfolio, ranked #222.

Independent Wealth Network first reported a position in NFLX in Q3 2021 and has held it in 11 quarters since. The position peaked at $695K in Q2 2025. 2,566 funds tracked by Wall St. Rank hold NFLX as of Q3 2026.

Independent Wealth Network held 5,405 shares of Netflix worth $376K as of Q3 2026.
Independent Wealth Network sold 597 Netflix shares in Q3 2026, an estimated $44.9K.
Netflix made up 0.09% of Independent Wealth Network's portfolio in Q3 2026, its #222 holding.
Independent Wealth Network first reported a position in Netflix in Q3 2021 and has held it in 11 quarters since.
Independent Wealth Network's Netflix position peaked at $695K in Q2 2025.
2,566 funds tracked by Wall St. Rank held Netflix as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.