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Momentum Wealth Planning’s Netflix NFLX Stock Holding History

Momentum Wealth 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
Q1 		$705K Hold
7,330
– – 0.63% 28
2025
Q4 		$687K Sell
7,330
-1,180
-14% -$127K 0.54% 28
2025
Q3 		$1.02M Sell
8,510
-9,970
-54% -$1.22M 0.79% 21
2025
Q2 		$2.47M Buy
+18,480
New +$2.09M 2.11% 15

Other funds holding NFLX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Momentum Wealth Planning's NFLX Position: Q1 2026 in Review

Momentum Wealth Planning held its Netflix (NFLX) position steady in Q1 2026 at 7,330 shares worth $705K. The position accounts for 0.63% of the portfolio, ranked #28.

Momentum Wealth Planning first reported a position in NFLX in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.47M in Q2 2025. 3,609 funds tracked by Wall St. Rank hold NFLX as of Q1 2026.

  • Momentum Wealth Planning held 7,330 shares of Netflix worth $705K as of Q1 2026.
  • Momentum Wealth Planning left its Netflix share count unchanged in Q1 2026.
  • Netflix made up 0.63% of Momentum Wealth Planning's portfolio in Q1 2026, its #28 holding.
  • Momentum Wealth Planning first reported a position in Netflix in Q2 2025 and has held it in 4 quarters since.
  • Momentum Wealth Planning's Netflix position peaked at $2.47M in Q2 2025.
  • 3,609 funds tracked by Wall St. Rank held Netflix as of Q1 2026.

Based on Momentum Wealth Planning's 13F filing for Q1 2026, filed 7 May 2026.