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Personal CFO Solutions’s Netflix NFLX Stock Holding History

Personal CFO Solutions’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 		$1.9M Sell
26,616
-815
-3% -$71.8K 0.27% 63
2026
Q1 		$2.64M Buy
27,431
+3,983
+17% +$351K 0.37% 42
2025
Q4 		$2.2M Sell
23,448
-5,802
-20% -$626K 0.35% 45
2025
Q3 		$3.51M Sell
29,250
-3,020
-9% -$369K 0.62% 26
2025
Q2 		$4.32M Buy
32,270
+2,000
+7% +$226K 0.8% 17
2025
Q1 		$2.82M Sell
30,270
-6,560
-18% -$624K 0.57% 28
2024
Q4 		$3.28M Sell
36,830
-1,870
-5% -$154K 0.65% 22
2024
Q3 		$2.75M Sell
38,700
-630
-2% -$42.1K 0.38% 53
2024
Q2 		$2.65M Sell
39,330
-11,200
-22% -$700K 0.41% 50
2024
Q1 		$3.07M Buy
50,530
+5,850
+13% +$330K 0.48% 41
2023
Q4 		$2.18M Sell
44,680
-13,270
-23% -$579K 0.38% 50
2023
Q3 		$2.19M Buy
57,950
+660
+1% +$28K 0.43% 50
2023
Q2 		$2.52M Buy
57,290
+100
+0.2% +$3.68K 0.51% 37
2023
Q1 		$1.98M Sell
57,190
-1,290
-2% -$42.7K 0.41% 55
2022
Q4 		$1.72M Buy
58,480
+1,730
+3% +$48.5K 0.37% 54
2022
Q3 		$1.34M Buy
56,750
+15,060
+36% +$335K 0.34% 54
2022
Q2 		$729K Sell
41,690
-7,310
-15% -$162K 0.17% 103
2022
Q1 		$1.84M Buy
49,000
+15,760
+47% +$656K 0.36% 47
2021
Q4 		$2M Buy
33,240
+2,840
+9% +$181K 0.37% 49
2021
Q3 		$1.85M Buy
30,400
+3,040
+11% +$167K 0.38% 50
2021
Q2 		$1.45M Sell
27,360
-2,300
-8% -$118K 0.3% 68
2021
Q1 		$1.55M Buy
29,660
+17,300
+140% +$918K 0.33% 57
2020
Q4 		$668K Hold
12,360
– – 0.17% 113
2020
Q3 		$1M Sell
12,360
-130
-1% -$6.47K 0.33% 100
2020
Q2 		$568K Buy
12,490
+530
+4% +$22.6K 0.17% 117
2020
Q1 		$449K Buy
11,960
+1,300
+12% +$46K 0.16% 134
2019
Q4 		$345K Sell
10,660
-3,890
-27% -$115K 0.1% 182
2019
Q3 		$384K Buy
+14,550
New +$455K 0.15% 177

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

Personal CFO Solutions's NFLX Position: Q2 2026 in Review

Personal CFO Solutions reduced its Netflix (NFLX) stake by 3% in Q2 2026, selling an estimated $71.8K and leaving 26,616 shares worth $1.9M. The position accounts for 0.27% of the portfolio, ranked #63.

Personal CFO Solutions first reported a position in NFLX in Q3 2019 and has held it in 28 quarters since. The position peaked at $4.32M in Q2 2025. 3,376 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

  • Personal CFO Solutions held 26,616 shares of Netflix worth $1.9M as of Q2 2026.
  • Personal CFO Solutions sold 815 Netflix shares in Q2 2026, an estimated $71.8K.
  • Netflix made up 0.27% of Personal CFO Solutions's portfolio in Q2 2026, its #63 holding.
  • Personal CFO Solutions first reported a position in Netflix in Q3 2019 and has held it in 28 quarters since.
  • Personal CFO Solutions's Netflix position peaked at $4.32M in Q2 2025.
  • 3,376 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.