Next Level Wealth Planning’s Netflix NFLX Stock Holding History

Next Level 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	–	Sell	-2,101	Closed	-$202K	–	75
2026 Q1	$202K	Buy	+2,101	New	+$185K	0.1%	71
2025 Q4	–	Sell	-1,860	Closed	-$223K	–	67
2025 Q3	$223K	Sell	1,860 -440	-19%	-$53.7K	0.13%	55
2025 Q2	$308K	Buy	+2,300	New	+$260K	0.2%	39
2025 Q1	–	Sell	-2,300	Closed	-$205K	–	53
2024 Q4	$205K	Buy	+2,300	New	+$189K	0.16%	42

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

Next Level Wealth Planning's NFLX Position: Q2 2026 in Review

Next Level Wealth Planning sold out of Netflix (NFLX) in Q2 2026, closing a stake of 2,101 shares — an estimated $202K sold.

Next Level Wealth Planning first reported a position in NFLX in Q4 2024 and held it in 4 quarters. The position peaked at $308K in Q2 2025. 3,361 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

Next Level Wealth Planning reported no remaining Netflix position as of Q2 2026 after selling out during the quarter.
Next Level Wealth Planning sold 2,101 Netflix shares in Q2 2026, an estimated $202K.
Next Level Wealth Planning first reported a position in Netflix in Q4 2024 and held it in 4 quarters.
Next Level Wealth Planning's Netflix position peaked at $308K in Q2 2025.
3,361 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Next Level Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.