MPS Loria Financial Planners’s Netflix NFLX Stock Holding History

MPS Loria Financial Planners’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	$383K	Hold	5,360	–	–	0.09%	65
2026 Q1	$515K	Hold	5,360	–	–	0.14%	45
2025 Q4	$503K	Hold	5,360	–	–	0.13%	49
2025 Q3	$643K	Hold	5,360	–	–	0.17%	35
2025 Q2	$718K	Hold	5,360	–	–	0.21%	32
2025 Q1	$500K	Sell	5,360 -1,850	-26%	-$176K	0.15%	43
2024 Q4	$643K	Hold	7,210	–	–	0.19%	33
2024 Q3	$511K	Hold	7,210	–	–	0.15%	40
2024 Q2	$487K	Hold	7,210	–	–	0.16%	40
2024 Q1	$438K	Sell	7,210 -1,430	-17%	-$80.6K	0.15%	44
2023 Q4	$421K	Sell	8,640 -950	-10%	-$41.5K	0.15%	41
2023 Q3	$362K	Hold	9,590	–	–	0.14%	44
2023 Q2	$422K	Buy	9,590 +1,450	+18%	+$53.4K	0.16%	44
2023 Q1	$281K	Buy	8,140 +490	+6%	+$16.2K	0.11%	61
2022 Q4	$226K	Buy	+7,650	New	+$215K	0.1%	65
2022 Q2	–	Sell	-7,500	Closed	-$280K	–	79
2022 Q1	$280K	Buy	7,500 +1,950	+35%	+$81.2K	0.12%	64
2021 Q4	$334K	Hold	5,550	–	–	0.14%	55
2021 Q3	$338K	Buy	5,550 +1,130	+26%	+$62.2K	0.15%	50
2021 Q2	$233K	Buy	4,420 +100	+2%	+$5.11K	0.11%	72
2021 Q1	$225K	Buy	4,320 +3,950	+1,068%	+$210K	0.1%	74
2020 Q4	$19K	Buy	+370	New	+$18.8K	0.01%	240

Other funds holding NFLX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

MPS Loria Financial Planners's NFLX Position: Q2 2026 in Review

MPS Loria Financial Planners held its Netflix (NFLX) position steady in Q2 2026 at 5,360 shares worth $383K. The position accounts for 0.09% of the portfolio, ranked #65.

MPS Loria Financial Planners first reported a position in NFLX in Q4 2020 and has held it in 21 quarters since. The position peaked at $718K in Q2 2025. 3,383 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

MPS Loria Financial Planners held 5,360 shares of Netflix worth $383K as of Q2 2026.
MPS Loria Financial Planners left its Netflix share count unchanged in Q2 2026.
Netflix made up 0.09% of MPS Loria Financial Planners's portfolio in Q2 2026, its #65 holding.
MPS Loria Financial Planners first reported a position in Netflix in Q4 2020 and has held it in 21 quarters since.
MPS Loria Financial Planners's Netflix position peaked at $718K in Q2 2025.
3,383 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on MPS Loria Financial Planners's 13F filing for Q2 2026, filed 30 Jul 2026.