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Institute for Wealth Management’s Netflix NFLX Stock Holding History

Institute for Wealth Management’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 		$3.69M Buy
51,612
+7,093
+16% +$625K 0.33% 58
2026
Q1 		$4.28M Buy
44,519
+3,110
+8% +$274K 0.46% 41
2025
Q4 		$3.88M Sell
41,409
-91
-0.2% -$9.81K 0.41% 47
2025
Q3 		$4.98M Sell
41,500
-320
-0.8% -$39.1K 0.52% 35
2025
Q2 		$5.6M Sell
41,820
-1,020
-2% -$115K 0.62% 30
2025
Q1 		$4M Buy
42,840
+70
+0.2% +$6.66K 0.51% 39
2024
Q4 		$3.81M Sell
42,770
-40
-0.1% -$3.29K 0.48% 38
2024
Q3 		$3.04M Sell
42,810
-70
-0.2% -$4.68K 0.38% 51
2024
Q2 		$2.89M Buy
42,880
+580
+1% +$36.2K 0.39% 48
2024
Q1 		$2.57M Buy
42,300
+320
+0.8% +$18K 0.33% 58
2023
Q4 		$2.04M Hold
41,980
– – 0.33% 71
2023
Q3 		$1.59M Buy
41,980
+780
+2% +$33.1K 0.29% 82
2023
Q2 		$1.81M Sell
41,200
-1,710
-4% -$63K 0.31% 82
2023
Q1 		$1.48M Sell
42,910
-280
-0.6% -$9.27K 0.28% 90
2022
Q4 		$1.27M Sell
43,190
-510
-1% -$14.3K 0.27% 101
2022
Q3 		$1.03M Buy
43,700
+770
+2% +$17.1K 0.23% 113
2022
Q2 		$751K Buy
42,930
+330
+0.8% +$7.32K 0.15% 175
2022
Q1 		$1.6M Buy
42,600
+3,010
+8% +$125K 0.26% 97
2021
Q4 		$2.38M Buy
39,590
+10
+0% +$639 0.39% 61
2021
Q3 		$2.42M Hold
39,580
– – 0.42% 54
2021
Q2 		$2.09M Buy
39,580
+200
+0.5% +$10.2K 0.37% 65
2021
Q1 		$2.05M Sell
39,380
-10
-0% -$530 0.39% 64
2020
Q4 		$2.13M Buy
39,390
+190
+0.5% +$9.63K 0.42% 54
2020
Q3 		$1.96M Sell
39,200
-20
-0.1% -$995 0.45% 47
2020
Q2 		$1.78M Buy
39,220
+5,530
+16% +$235K 0.44% 45
2020
Q1 		$1.26M Sell
33,690
-31,400
-48% -$1.11M 0.39% 63
2019
Q4 		$2.11M Sell
65,090
-3,150
-5% -$93.4K 0.48% 42
2019
Q3 		$1.83M Sell
68,240
-2,430
-3% -$76K 0.46% 48
2019
Q2 		$2.6M Sell
70,670
-6,290
-8% -$227K 0.57% 35
2019
Q1 		$2.74M Sell
76,960
-5,370
-7% -$186K 0.6% 36
2018
Q4 		$2.2M Buy
+82,330
New +$2.46M 0.9% 27
2017
Q3 		– Sell
-81,810
Closed -$1.22M – 341
2017
Q2 		$1.22M Buy
+81,810
New +$1.26M 0.34% 85

Other funds holding NFLX

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Institute for Wealth Management's NFLX Position: Q2 2026 in Review

Institute for Wealth Management increased its Netflix (NFLX) stake by 16% in Q2 2026, buying an estimated $625K and bringing the position to 51,612 shares worth $3.69M. The position accounts for 0.33% of the portfolio, ranked #58.

Institute for Wealth Management first reported a position in NFLX in Q2 2017 and has held it in 32 quarters since. The position peaked at $5.6M in Q2 2025. 1,556 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

  • Institute for Wealth Management held 51,612 shares of Netflix worth $3.69M as of Q2 2026.
  • Institute for Wealth Management bought 7,093 Netflix shares in Q2 2026, an estimated $625K.
  • Netflix made up 0.33% of Institute for Wealth Management's portfolio in Q2 2026, its #58 holding.
  • Institute for Wealth Management first reported a position in Netflix in Q2 2017 and has held it in 32 quarters since.
  • Institute for Wealth Management's Netflix position peaked at $5.6M in Q2 2025.
  • 1,556 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.