Oxford Financial Group’s Netflix NFLX Stock Holding History

Oxford Financial Group’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	–	Sell	-3,850	Closed	-$361K	–	318
2025 Q4	$361K	Sell	3,850 -480	-11%	-$51.7K	0.02%	177
2025 Q3	$519K	Buy	4,330 +580	+15%	+$70.8K	0.03%	138
2025 Q2	$502K	Sell	3,750 -350	-9%	-$39.6K	0.03%	131
2025 Q1	$382K	Buy	4,100 +480	+13%	+$45.6K	0.03%	150
2024 Q4	$323K	Sell	3,620 -430	-11%	-$35.4K	0.02%	197
2024 Q3	$287K	Sell	4,050 -2,290	-36%	-$153K	0.02%	205
2024 Q2	$428K	Buy	+6,340	New	+$396K	0.03%	170

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

Oxford Financial Group's NFLX Position: Q1 2026 in Review

Oxford Financial Group sold out of Netflix (NFLX) in Q1 2026, closing a stake of 3,850 shares — an estimated $361K sold.

Oxford Financial Group first reported a position in NFLX in Q2 2024 and held it in 7 quarters. The position peaked at $519K in Q3 2025. 3,608 funds tracked by Wall St. Rank hold NFLX as of Q1 2026.

Oxford Financial Group reported no remaining Netflix position as of Q1 2026 after selling out during the quarter.
Oxford Financial Group sold 3,850 Netflix shares in Q1 2026, an estimated $361K.
Oxford Financial Group first reported a position in Netflix in Q2 2024 and held it in 7 quarters.
Oxford Financial Group's Netflix position peaked at $519K in Q3 2025.
3,608 funds tracked by Wall St. Rank held Netflix as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.