OLIO Financial Planning’s Netflix NFLX Stock Holding History

OLIO Financial 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
2025 Q4	–	Sell	-2,000	Closed	-$240K	–	73
2025 Q3	$240K	Hold	2,000	–	–	0.07%	60
2025 Q2	$268K	Buy	+2,000	New	+$226K	0.08%	55

Other funds holding NFLX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

OLIO Financial Planning's NFLX Position: Q4 2025 in Review

OLIO Financial Planning sold out of Netflix (NFLX) in Q4 2025, closing a stake of 2,000 shares — an estimated $240K sold.

OLIO Financial Planning first reported a position in NFLX in Q2 2025 and held it in 2 quarters. The position peaked at $268K in Q2 2025. 3,551 funds tracked by Wall St. Rank hold NFLX as of Q4 2025.

OLIO Financial Planning reported no remaining Netflix position as of Q4 2025 after selling out during the quarter.
OLIO Financial Planning sold 2,000 Netflix shares in Q4 2025, an estimated $240K.
OLIO Financial Planning first reported a position in Netflix in Q2 2025 and held it in 2 quarters.
OLIO Financial Planning's Netflix position peaked at $268K in Q2 2025.
3,551 funds tracked by Wall St. Rank held Netflix as of Q4 2025.

Based on OLIO Financial Planning's 13F filing for Q4 2025, filed 21 Jan 2026.