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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

MPS Loria Financial Planners's NFLX Position: Q1 2026 in Review

MPS Loria Financial Planners held its Netflix (NFLX) position steady in Q1 2026 at 5,360 shares worth $515K. The position accounts for 0.14% of the portfolio, ranked #45.

MPS Loria Financial Planners first reported a position in NFLX in Q4 2020 and has held it in 20 quarters since. The position peaked at $718K in Q2 2025. 3,608 funds tracked by Wall St. Rank hold NFLX as of Q1 2026.

MPS Loria Financial Planners held 5,360 shares of Netflix worth $515K as of Q1 2026.
MPS Loria Financial Planners left its Netflix share count unchanged in Q1 2026.
Netflix made up 0.14% of MPS Loria Financial Planners's portfolio in Q1 2026, its #45 holding.
MPS Loria Financial Planners first reported a position in Netflix in Q4 2020 and has held it in 20 quarters since.
MPS Loria Financial Planners's Netflix position peaked at $718K in Q2 2025.
3,608 funds tracked by Wall St. Rank held Netflix as of Q1 2026.

Based on MPS Loria Financial Planners's 13F filing for Q1 2026, filed 8 May 2026.