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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
Q2 		$523K Sell
7,320
-10
-0.1% -$881 0.38% 26
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 $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

Momentum Wealth Planning's NFLX Position: Q2 2026 in Review

Momentum Wealth Planning reduced its Netflix (NFLX) stake by 0.14% in Q2 2026, selling an estimated $881 and leaving 7,320 shares worth $523K. The position accounts for 0.38% of the portfolio, ranked #26.

Momentum Wealth Planning first reported a position in NFLX in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.47M in Q2 2025. 3,386 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

  • Momentum Wealth Planning held 7,320 shares of Netflix worth $523K as of Q2 2026.
  • Momentum Wealth Planning sold 10 Netflix shares in Q2 2026, an estimated $881.
  • Netflix made up 0.38% of Momentum Wealth Planning's portfolio in Q2 2026, its #26 holding.
  • Momentum Wealth Planning first reported a position in Netflix in Q2 2025 and has held it in 5 quarters since.
  • Momentum Wealth Planning's Netflix position peaked at $2.47M in Q2 2025.
  • 3,386 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Momentum Wealth Planning's 13F filing for Q2 2026, filed 5 Aug 2026.