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Kerr Financial Planning’s Netflix NFLX Stock Holding History

Kerr Financial Planning’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 		$62.5K Buy
875
+105
+14% +$9.25K 0.07% 163
2026
Q1 		$69.9K Buy
770
+150
+24% +$13.2K 0.05% 154
2025
Q4 		$50.3K Sell
620
-5,980
-91% -$645K 0.07% 178
2025
Q3 		$73.5K Buy
+6,600
New +$806K 0.1% 139

Other funds holding NFLX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Kerr Financial Planning's NFLX Position: Q2 2026 in Review

Kerr Financial Planning increased its Netflix (NFLX) stake by 14% in Q2 2026, buying an estimated $9.25K and bringing the position to 875 shares worth $62.5K. The position accounts for 0.07% of the portfolio, ranked #163.

Kerr Financial Planning first reported a position in NFLX in Q3 2025 and has held it in 4 quarters since. The position peaked at $73.5K in Q3 2025. 3,365 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

  • Kerr Financial Planning held 875 shares of Netflix worth $62.5K as of Q2 2026.
  • Kerr Financial Planning bought 105 Netflix shares in Q2 2026, an estimated $9.25K.
  • Netflix made up 0.07% of Kerr Financial Planning's portfolio in Q2 2026, its #163 holding.
  • Kerr Financial Planning first reported a position in Netflix in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Netflix position peaked at $73.5K in Q3 2025.
  • 3,365 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.