Insight Wealth Strategies’s Netflix NFLX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$435K Sell
5,860
-263
-4% -$23.2K 0.04% 131
2026
Q1
$589K Buy
6,123
+475
+8% +$41.9K 0.07% 123
2025
Q4
$530K Sell
5,648
-972
-15% -$105K 0.06% 124
2025
Q3
$794K Buy
6,620
+50
+0.8% +$6.1K 0.09% 111
2025
Q2
$850K Buy
6,570
+50
+0.8% +$5.65K 0.11% 105
2025
Q1
$608K Sell
6,520
-40
-0.6% -$3.8K 0.08% 115
2024
Q4
$585K Buy
6,560
+120
+2% +$9.88K 0.08% 117
2024
Q3
$457K Hold
6,440
0.06% 132
2024
Q2
$435K Buy
6,440
+920
+17% +$57.5K 0.06% 137
2024
Q1
$335K Sell
5,520
-90
-2% -$5.07K 0.05% 143
2023
Q4
$273K Sell
5,610
-570
-9% -$24.9K 0.04% 143
2023
Q3
$233K Hold
6,180
0.05% 134
2023
Q2
$272K Sell
6,180
-130
-2% -$4.79K 0.05% 127
2023
Q1
$218K Buy
+6,310
New +$209K 0.04% 132
2022
Q2
Sell
-28,410
Closed -$1.06M 158
2022
Q1
$1.06M Buy
28,410
+2,730
+11% +$114K 0.16% 103
2021
Q4
$1.55M Buy
25,680
+470
+2% +$30K 0.22% 67
2021
Q3
$1.54M Buy
25,210
+760
+3% +$41.8K 0.22% 69
2021
Q2
$1.29M Sell
24,450
-7,440
-23% -$380K 0.18% 75
2021
Q1
$1.66M Buy
31,890
+3,130
+11% +$166K 0.22% 66
2020
Q4
$1.55M Buy
28,760
+1,290
+5% +$65.4K 0.26% 52
2020
Q3
$1.37M Buy
27,470
+5,770
+27% +$287K 0.26% 47
2020
Q2
$987K Buy
21,700
+3,160
+17% +$134K 0.22% 46
2020
Q1
$696K Sell
18,540
-17,240
-48% -$610K 0.19% 51
2019
Q4
$1.16M Buy
35,780
+1,390
+4% +$41.2K 0.25% 73
2019
Q3
$920K Buy
34,390
+3,820
+12% +$120K 0.22% 72
2019
Q2
$1.12M Buy
30,570
+6,340
+26% +$229K 0.27% 59
2019
Q1
$864K Sell
24,230
-430
-2% -$14.9K 0.24% 71
2018
Q4
$660K Buy
+24,660
New +$738K 0.2% 71

Other funds holding NFLX

Insight Wealth Strategies's NFLX Position: Q2 2026 in Review

Insight Wealth Strategies reduced its Netflix (NFLX) stake by 4.3% in Q2 2026, selling an estimated $23.2K and leaving 5,860 shares worth $435K. The position accounts for 0.04% of the portfolio, ranked #131.

Insight Wealth Strategies first reported a position in NFLX in Q4 2018 and has held it in 28 quarters since. The position peaked at $1.66M in Q1 2021. 1,234 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

  • Insight Wealth Strategies held 5,860 shares of Netflix worth $435K as of Q2 2026.
  • Insight Wealth Strategies sold 263 Netflix shares in Q2 2026, an estimated $23.2K.
  • Netflix made up 0.04% of Insight Wealth Strategies's portfolio in Q2 2026, its #131 holding.
  • Insight Wealth Strategies first reported a position in Netflix in Q4 2018 and has held it in 28 quarters since.
  • Insight Wealth Strategies's Netflix position peaked at $1.66M in Q1 2021.
  • 1,234 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.