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LifeGoal Wealth Advisors’s Netflix NFLX Stock Holding History

LifeGoal 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
Q2 		$259K Buy
3,631
+1,391
+62% +$123K 0.12% 118
2026
Q1 		$214K Buy
+2,240
New +$197K 0.12% 104
2025
Q3 		– Sell
-1,870
Closed -$250K – 73
2025
Q2 		$250K Buy
+1,870
New +$211K 0.24% 56

Other funds holding NFLX

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

LifeGoal Wealth Advisors increased its Netflix (NFLX) stake by 62% in Q2 2026, buying an estimated $123K and bringing the position to 3,631 shares worth $259K. The position accounts for 0.12% of the portfolio, ranked #118.

LifeGoal Wealth Advisors first reported a position in NFLX in Q2 2025 and has held it in 3 quarters since. 1,554 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

  • LifeGoal Wealth Advisors held 3,631 shares of Netflix worth $259K as of Q2 2026.
  • LifeGoal Wealth Advisors bought 1,391 Netflix shares in Q2 2026, an estimated $123K.
  • Netflix made up 0.12% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #118 holding.
  • LifeGoal Wealth Advisors first reported a position in Netflix in Q2 2025 and has held it in 3 quarters since.
  • 1,554 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.