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Palo Alto Wealth Advisors’s Netflix NFLX Stock Holding History

Palo Alto 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
2025
Q3 		$284K Buy
2,500
+140
+6% +$17.1K 0.08% 53
2025
Q2 		$316K Buy
2,360
+80
+4% +$9.04K 0.12% 44
2025
Q1 		$260K Buy
+2,280
New +$217K 0.1% 46

Other funds holding NFLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Palo Alto Wealth Advisors's NFLX Position: Q3 2025 in Review

Palo Alto Wealth Advisors increased its Netflix (NFLX) stake by 5.9% in Q3 2025, buying an estimated $17.1K and bringing the position to 2,500 shares worth $284K. The position accounts for 0.08% of the portfolio, ranked #53.

Palo Alto Wealth Advisors first reported a position in NFLX in Q1 2025 and has held it in 3 quarters since. The position peaked at $316K in Q2 2025. 3,488 funds tracked by Wall St. Rank hold NFLX as of Q3 2025.

  • Palo Alto Wealth Advisors held 2,500 shares of Netflix worth $284K as of Q3 2025.
  • Palo Alto Wealth Advisors bought 140 Netflix shares in Q3 2025, an estimated $17.1K.
  • Netflix made up 0.08% of Palo Alto Wealth Advisors's portfolio in Q3 2025, its #53 holding.
  • Palo Alto Wealth Advisors first reported a position in Netflix in Q1 2025 and has held it in 3 quarters since.
  • Palo Alto Wealth Advisors's Netflix position peaked at $316K in Q2 2025.
  • 3,488 funds tracked by Wall St. Rank held Netflix as of Q3 2025.

Based on Palo Alto Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.