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Pacific Excel Wealth Advisors’s Netflix NFLX Stock Holding History

Pacific Excel Wealth Advisors’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 		$424K Buy
5,943
+3,843
+183% +$338K 0.16% 115
2026
Q1 		$202K Buy
+2,100
New +$185K 0.21% 139

Other funds holding NFLX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Pacific Excel Wealth Advisors's NFLX Position: Q2 2026 in Review

Pacific Excel Wealth Advisors increased its Netflix (NFLX) stake by 183% in Q2 2026, buying an estimated $338K and bringing the position to 5,943 shares worth $424K. The position accounts for 0.16% of the portfolio, ranked #115.

Pacific Excel Wealth Advisors first reported a position in NFLX in Q1 2026 and has held it in 2 quarters since. 3,362 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

  • Pacific Excel Wealth Advisors held 5,943 shares of Netflix worth $424K as of Q2 2026.
  • Pacific Excel Wealth Advisors bought 3,843 Netflix shares in Q2 2026, an estimated $338K.
  • Netflix made up 0.16% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #115 holding.
  • Pacific Excel Wealth Advisors first reported a position in Netflix in Q1 2026 and has held it in 2 quarters since.
  • 3,362 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.