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Journey Retirement Planning & Investment Management’s Netflix NFLX Stock Holding History

Journey Retirement Planning & Investment 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 		$1.87M Sell
26,217
-1,382
-5% -$122K 1.46% 13
2026
Q1 		$2.65M Sell
27,599
-77,821
-74% -$6.86M 2.34% 9
2025
Q4 		$9.88M Buy
+105,420
New +$11.4M 2.03% 12

Other funds holding NFLX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Journey Retirement Planning & Investment Management's NFLX Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management reduced its Netflix (NFLX) stake by 5% in Q2 2026, selling an estimated $122K and leaving 26,217 shares worth $1.87M. The position accounts for 1.46% of the portfolio, ranked #13.

Journey Retirement Planning & Investment Management first reported a position in NFLX in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.88M in Q4 2025. 2,126 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 26,217 shares of Netflix worth $1.87M as of Q2 2026.
  • Journey Retirement Planning & Investment Management sold 1,382 Netflix shares in Q2 2026, an estimated $122K.
  • Netflix made up 1.46% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #13 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Netflix in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Netflix position peaked at $9.88M in Q4 2025.
  • 2,126 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.