IVC Wealth Advisors
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IVC Wealth Advisors’s Netflix NFLX Stock Holding History

IVC Wealth Advisors’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 		$327K Sell
4,694
-8,704
-65% -$654K 0.13% 123
2026
Q2 		$957K Buy
13,398
+217
+2% +$19.1K 0.37% 53
2026
Q1 		$1.27M Buy
13,181
+1,626
+14% +$143K 0.55% 32
2025
Q4 		$1.08M Buy
11,555
+1,735
+18% +$187K 0.47% 43
2025
Q3 		$1.18M Buy
9,820
+450
+5% +$54.9K 0.53% 36
2025
Q2 		$1.25M Sell
9,370
-770
-8% -$87.1K 0.61% 35
2025
Q1 		$946K Buy
10,140
+190
+2% +$18.1K 0.51% 44
2024
Q4 		$887K Sell
9,950
-50
-0.5% -$4.12K 0.5% 44
2024
Q3 		$709K Sell
10,000
-100
-1% -$6.69K 0.39% 59
2024
Q2 		$682K Buy
10,100
+290
+3% +$18.1K 0.38% 62
2024
Q1 		$596K Sell
9,810
-140
-1% -$7.89K 0.34% 67
2023
Q4 		$484K Sell
9,950
-770
-7% -$33.6K 0.3% 77
2023
Q3 		$405K Buy
10,720
+50
+0.5% +$2.12K 0.27% 92
2023
Q2 		$470K Sell
10,670
-470
-4% -$17.3K 0.3% 85
2023
Q1 		$385K Sell
11,140
-1,060
-9% -$35.1K 0.27% 88
2022
Q4 		$360K Buy
12,200
+50
+0.4% +$1.4K 0.27% 91
2022
Q3 		$286K Buy
+12,150
New +$270K 0.23% 105

Other funds holding NFLX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

IVC Wealth Advisors's NFLX Position: Q3 2026 in Review

IVC Wealth Advisors reduced its Netflix (NFLX) stake by 65% in Q3 2026, selling an estimated $654K and leaving 4,694 shares worth $327K. The position accounts for 0.13% of the portfolio, ranked #123.

IVC Wealth Advisors first reported a position in NFLX in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.27M in Q1 2026. 2,911 funds tracked by Wall St. Rank hold NFLX as of Q3 2026.

  • IVC Wealth Advisors held 4,694 shares of Netflix worth $327K as of Q3 2026.
  • IVC Wealth Advisors sold 8,704 Netflix shares in Q3 2026, an estimated $654K.
  • Netflix made up 0.13% of IVC Wealth Advisors's portfolio in Q3 2026, its #123 holding.
  • IVC Wealth Advisors first reported a position in Netflix in Q3 2022 and has held it in 17 quarters since.
  • IVC Wealth Advisors's Netflix position peaked at $1.27M in Q1 2026.
  • 2,911 funds tracked by Wall St. Rank held Netflix as of Q3 2026.

Based on IVC Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.