Instrumental Wealth’s Netflix NFLX Stock Holding History

Instrumental Wealth’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	$867K	Sell	12,467 -156	-1%	-$11.7K	0.42%	28
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

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

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

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Instrumental Wealth's NFLX Position: Q3 2026 in Review

Instrumental Wealth reduced its Netflix (NFLX) stake by 1.2% in Q3 2026, selling an estimated $11.7K and leaving 12,467 shares worth $867K. The position accounts for 0.42% of the portfolio, ranked #28.

Instrumental Wealth first reported a position in NFLX in Q4 2024 and has held it in 8 quarters since. The position peaked at $901K in Q2 2026. 1,927 funds tracked by Wall St. Rank hold NFLX as of Q3 2026.

Instrumental Wealth held 12,467 shares of Netflix worth $867K as of Q3 2026.
Instrumental Wealth sold 156 Netflix shares in Q3 2026, an estimated $11.7K.
Netflix made up 0.42% of Instrumental Wealth's portfolio in Q3 2026, its #28 holding.
Instrumental Wealth first reported a position in Netflix in Q4 2024 and has held it in 8 quarters since.
Instrumental Wealth's Netflix position peaked at $901K in Q2 2026.
1,927 funds tracked by Wall St. Rank held Netflix as of Q3 2026.

Based on Instrumental Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.