Morling Financial 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
Q1
$322K Sell
3,350
-20
-0.6% -$1.76K 0.1% 55
2025
Q4
$316K Buy
3,370
+20
+0.6% +$2.16K 0.1% 59
2025
Q3
$402K Sell
3,350
-230
-6% -$28.1K 0.13% 50
2025
Q2
$479K Sell
3,580
-1,110
-24% -$126K 0.16% 46
2025
Q1
$437K Buy
4,690
+1,320
+39% +$126K 0.15% 49
2024
Q4
$300K Buy
3,370
+140
+4% +$11.5K 0.1% 61
2024
Q3
$229K Sell
3,230
-60
-2% -$4.01K 0.09% 63
2024
Q2
$222K Buy
+3,290
New +$205K 0.1% 58

Other funds holding NFLX

Morling Financial Advisors's NFLX Position: Q1 2026 in Review

Morling Financial Advisors reduced its Netflix (NFLX) stake by 0.59% in Q1 2026, selling an estimated $1.76K and leaving 3,350 shares worth $322K. The position accounts for 0.1% of the portfolio, ranked #55.

Morling Financial Advisors first reported a position in NFLX in Q2 2024 and has held it in 8 quarters since. The position peaked at $479K in Q2 2025. 3,608 funds tracked by Wall St. Rank hold NFLX as of Q1 2026.

  • Morling Financial Advisors held 3,350 shares of Netflix worth $322K as of Q1 2026.
  • Morling Financial Advisors sold 20 Netflix shares in Q1 2026, an estimated $1.76K.
  • Netflix made up 0.1% of Morling Financial Advisors's portfolio in Q1 2026, its #55 holding.
  • Morling Financial Advisors first reported a position in Netflix in Q2 2024 and has held it in 8 quarters since.
  • Morling Financial Advisors's Netflix position peaked at $479K in Q2 2025.
  • 3,608 funds tracked by Wall St. Rank held Netflix as of Q1 2026.

Based on Morling Financial Advisors's 13F filing for Q1 2026, filed 6 May 2026.