Optivise Advisory Services’s Netflix NFLX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$233K Sell
3,263
-1,514
-32% -$133K 0.12% 187
2026
Q1
$459K Buy
4,777
+209
+5% +$18.4K 0.28% 92
2025
Q4
$428K Sell
4,568
-132
-3% -$14.2K 0.25% 103
2025
Q3
$563K Buy
4,700
+190
+4% +$23.2K 0.34% 78
2025
Q2
$604K Buy
4,510
+290
+7% +$32.8K 0.31% 83
2025
Q1
$394K Buy
4,220
+360
+9% +$34.2K 0.22% 101
2024
Q4
$344K Sell
3,860
-400
-9% -$32.9K 0.19% 112
2024
Q3
$302K Buy
4,260
+800
+23% +$53.5K 0.16% 119
2024
Q2
$234K Buy
+3,460
New +$216K 0.13% 153

Other funds holding NFLX

Optivise Advisory Services's NFLX Position: Q2 2026 in Review

Optivise Advisory Services reduced its Netflix (NFLX) stake by 32% in Q2 2026, selling an estimated $133K and leaving 3,263 shares worth $233K. The position accounts for 0.12% of the portfolio, ranked #187.

Optivise Advisory Services first reported a position in NFLX in Q2 2024 and has held it in 9 quarters since. The position peaked at $604K in Q2 2025. 1,117 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

  • Optivise Advisory Services held 3,263 shares of Netflix worth $233K as of Q2 2026.
  • Optivise Advisory Services sold 1,514 Netflix shares in Q2 2026, an estimated $133K.
  • Netflix made up 0.12% of Optivise Advisory Services's portfolio in Q2 2026, its #187 holding.
  • Optivise Advisory Services first reported a position in Netflix in Q2 2024 and has held it in 9 quarters since.
  • Optivise Advisory Services's Netflix position peaked at $604K in Q2 2025.
  • 1,117 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.