Instrumental Wealth’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
$901K Buy
12,623
+9,759
+341% +$859K 0.46% 27
2026
Q1
$275K Buy
2,864
+6
+0.2% +$529 0.17% 51
2025
Q4
$242K Sell
2,858
-22
-0.8% -$2.37K 0.15% 56
2025
Q3
$314K Buy
2,880
+360
+14% +$43.9K 0.22% 46
2025
Q2
$318K Buy
2,520
+40
+2% +$4.52K 0.25% 43
2025
Q1
$273K Buy
2,480
+140
+6% +$13.3K 0.25% 44
2024
Q4
$235K Buy
+2,340
New +$193K 0.22% 43

Other funds holding NFLX

Instrumental Wealth's NFLX Position: Q2 2026 in Review

Instrumental Wealth increased its Netflix (NFLX) stake by 341% in Q2 2026, buying an estimated $859K and bringing the position to 12,623 shares worth $901K. The position accounts for 0.46% of the portfolio, ranked #27.

Instrumental Wealth first reported a position in NFLX in Q4 2024 and has held it in 7 quarters since. 1,094 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

  • Instrumental Wealth held 12,623 shares of Netflix worth $901K as of Q2 2026.
  • Instrumental Wealth bought 9,759 Netflix shares in Q2 2026, an estimated $859K.
  • Netflix made up 0.46% of Instrumental Wealth's portfolio in Q2 2026, its #27 holding.
  • Instrumental Wealth first reported a position in Netflix in Q4 2024 and has held it in 7 quarters since.
  • 1,094 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Instrumental Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.