Kingswood Wealth Advisors’s Netflix NFLX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.41M Sell
61,804
-4,065
-6% -$358K 0.18% 131
2026
Q1
$6.33M Sell
65,869
-357
-0.5% -$31.5K 0.3% 71
2025
Q4
$6.21M Buy
66,226
+19,336
+41% +$2.08M 0.3% 76
2025
Q3
$5.62M Buy
46,890
+2,520
+6% +$308K 0.34% 58
2025
Q2
$5.94M Sell
44,370
-650
-1% -$73.5K 0.47% 33
2025
Q1
$4.2M Buy
45,020
+1,110
+3% +$106K 0.38% 50
2024
Q4
$3.91M Sell
43,910
-49,560
-53% -$4.08M 0.29% 69
2024
Q3
$6.63M Sell
93,470
-5,510
-6% -$368K 0.47% 36
2024
Q2
$6.68M Buy
98,980
+17,590
+22% +$1.1M 0.6% 22
2024
Q1
$4.94M Sell
81,390
-33,090
-29% -$1.87M 0.57% 24
2023
Q4
$5.57M Buy
114,480
+92,860
+430% +$4.05M 0.63% 24
2023
Q3
$3.9M Sell
21,620
-8,720
-29% -$370K 0.67% 30
2023
Q2
$1.34M Buy
+30,340
New +$1.12M 0.43% 56

Other funds holding NFLX

Kingswood Wealth Advisors's NFLX Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Netflix (NFLX) stake by 6.2% in Q2 2026, selling an estimated $358K and leaving 61,804 shares worth $4.41M. The position accounts for 0.18% of the portfolio, ranked #131.

Kingswood Wealth Advisors first reported a position in NFLX in Q2 2023 and has held it in 13 quarters since. The position peaked at $6.68M in Q2 2024. 1,430 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

  • Kingswood Wealth Advisors held 61,804 shares of Netflix worth $4.41M as of Q2 2026.
  • Kingswood Wealth Advisors sold 4,065 Netflix shares in Q2 2026, an estimated $358K.
  • Netflix made up 0.18% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #131 holding.
  • Kingswood Wealth Advisors first reported a position in Netflix in Q2 2023 and has held it in 13 quarters since.
  • Kingswood Wealth Advisors's Netflix position peaked at $6.68M in Q2 2024.
  • 1,430 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.