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Peak Planning Group’s Netflix NFLX Stock Holding History

Peak Planning 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
Q2 		– Sell
-2,180
Closed -$210K – 130
2026
Q1 		$210K Sell
2,180
-82
-4% -$7.22K 0.06% 117
2025
Q4 		$212K Buy
2,262
+472
+26% +$50.9K 0.06% 117
2025
Q3 		$215K Hold
1,790
– – 0.11% 88
2025
Q2 		$240K Buy
+1,790
New +$202K 0.15% 81
2021
Q4 		$272K Sell
4,510
-140
-3% -$8.95K 0.2% 66
2021
Q3 		$284K Buy
+4,650
New +$256K 0.24% 66
2021
Q1 		$438K Buy
8,400
+500
+6% +$26.5K 0.43% 47
2020
Q4 		$427K Sell
7,900
-50
-0.6% -$2.54K 0.49% 44
2020
Q3 		$398K Buy
+7,950
New +$396K 0.56% 33

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

Peak Planning Group's NFLX Position: Q2 2026 in Review

Peak Planning Group sold out of Netflix (NFLX) in Q2 2026, closing a stake of 2,180 shares — an estimated $210K sold.

Peak Planning Group first reported a position in NFLX in Q3 2020 and held it in 9 quarters. The position peaked at $438K in Q1 2021. 3,371 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

  • Peak Planning Group reported no remaining Netflix position as of Q2 2026 after selling out during the quarter.
  • Peak Planning Group sold 2,180 Netflix shares in Q2 2026, an estimated $210K.
  • Peak Planning Group first reported a position in Netflix in Q3 2020 and held it in 9 quarters.
  • Peak Planning Group's Netflix position peaked at $438K in Q1 2021.
  • 3,371 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.