Kemnay Advisory Services’s Netflix NFLX Stock Holding History

Kemnay Advisory Services’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 Q1	$135K	Sell	1,405 -406	-22%	-$35.8K	0.02%	60
2025 Q4	$170K	Buy	+1,811	New	+$195K	0.03%	53
2021 Q2	–	Sell	-17,180	Closed	-$896K	–	102
2021 Q1	$896K	Buy	17,180 +660	+4%	+$35K	0.13%	54
2020 Q4	$893K	Sell	16,520 -44,590	-73%	-$2.26M	0.11%	55
2020 Q3	$3.06M	Sell	61,110 -461,240	-88%	-$23M	0.42%	29
2020 Q2	$23.8M	Buy	522,350 +474,460	+991%	+$20.2M	3.52%	13
2020 Q1	$1.8M	Buy	+47,890	New	+$1.69M	0.5%	20
2019 Q4	–	Sell	-655,080	Closed	-$17.5M	–	89
2019 Q3	$17.5M	Buy	655,080 +598,750	+1,063%	+$18.7M	4.49%	10
2019 Q2	$2.07M	Buy	56,330 +1,020	+2%	+$36.8K	0.51%	31
2019 Q1	$1.97M	Buy	+55,310	New	+$1.92M	0.42%	30
2018 Q4	–	Sell	-49,580	Closed	-$1.85M	–	144
2018 Q3	$1.85M	Buy	49,580 +450	+0.9%	+$16.3K	0.57%	24
2018 Q2	$1.92M	Buy	+49,130	New	+$1.67M	0.61%	21

Other funds holding NFLX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Kemnay Advisory Services's NFLX Position: Q1 2026 in Review

Kemnay Advisory Services reduced its Netflix (NFLX) stake by 22% in Q1 2026, selling an estimated $35.8K and leaving 1,405 shares worth $135K. The position accounts for 0.02% of the portfolio, ranked #60.

Kemnay Advisory Services first reported a position in NFLX in Q2 2018 and has held it in 12 quarters since. The position peaked at $23.8M in Q2 2020. 3,609 funds tracked by Wall St. Rank hold NFLX as of Q1 2026.

Kemnay Advisory Services held 1,405 shares of Netflix worth $135K as of Q1 2026.
Kemnay Advisory Services sold 406 Netflix shares in Q1 2026, an estimated $35.8K.
Netflix made up 0.02% of Kemnay Advisory Services's portfolio in Q1 2026, its #60 holding.
Kemnay Advisory Services first reported a position in Netflix in Q2 2018 and has held it in 12 quarters since.
Kemnay Advisory Services's Netflix position peaked at $23.8M in Q2 2020.
3,609 funds tracked by Wall St. Rank held Netflix as of Q1 2026.

Based on Kemnay Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.