Planned Solutions’s Netflix NFLX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$593K Buy
8,309
+807
+11% +$71.1K 0.17% 67
2026
Q1
$721K Sell
7,502
-438
-6% -$38.6K 0.24% 50
2025
Q4
$744K Hold
7,940
0.24% 47
2025
Q3
$952K Buy
7,940
+70
+0.9% +$8.54K 0.33% 39
2025
Q2
$1.05M Buy
7,870
+1,100
+16% +$124K 0.4% 35
2025
Q1
$631K Buy
+6,770
New +$644K 0.26% 47
2024
Q4
Sell
-1,710
Closed -$121K 449
2024
Q3
$121K Buy
+1,710
New +$114K 0.05% 173
2024
Q1
Sell
-1,710
Closed -$83.3K 384
2023
Q4
$83.3K Buy
+1,710
New +$74.6K 0.04% 213
2021
Q1
Sell
-460
Closed -$25K 287
2020
Q4
$25K Hold
460
0.02% 266
2020
Q3
$23K Buy
+460
New +$22.9K 0.02% 207

Other funds holding NFLX

Planned Solutions's NFLX Position: Q2 2026 in Review

Planned Solutions increased its Netflix (NFLX) stake by 11% in Q2 2026, buying an estimated $71.1K and bringing the position to 8,309 shares worth $593K. The position accounts for 0.17% of the portfolio, ranked #67.

Planned Solutions first reported a position in NFLX in Q3 2020 and has held it in 10 quarters since. The position peaked at $1.05M in Q2 2025. 1,556 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

  • Planned Solutions held 8,309 shares of Netflix worth $593K as of Q2 2026.
  • Planned Solutions bought 807 Netflix shares in Q2 2026, an estimated $71.1K.
  • Netflix made up 0.17% of Planned Solutions's portfolio in Q2 2026, its #67 holding.
  • Planned Solutions first reported a position in Netflix in Q3 2020 and has held it in 10 quarters since.
  • Planned Solutions's Netflix position peaked at $1.05M in Q2 2025.
  • 1,556 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.