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Planning Alternatives’s Netflix NFLX Stock Holding History

Planning Alternatives’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
Q1 		$619K Buy
6,438
+1,910
+42% +$168K 0.08% 55
2025
Q4 		$425K Buy
4,528
+498
+12% +$53.7K 0.05% 61
2025
Q3 		$483K Buy
4,030
+750
+23% +$91.5K 0.06% 56
2025
Q2 		$439K Sell
3,280
-10
-0.3% -$1.13K 0.06% 56
2025
Q1 		$307K Buy
+3,290
New +$313K 0.05% 64

Other funds holding NFLX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Planning Alternatives's NFLX Position: Q1 2026 in Review

Planning Alternatives increased its Netflix (NFLX) stake by 42% in Q1 2026, buying an estimated $168K and bringing the position to 6,438 shares worth $619K. The position accounts for 0.08% of the portfolio, ranked #55.

Planning Alternatives first reported a position in NFLX in Q1 2025 and has held it in 5 quarters since. 3,609 funds tracked by Wall St. Rank hold NFLX as of Q1 2026.

  • Planning Alternatives held 6,438 shares of Netflix worth $619K as of Q1 2026.
  • Planning Alternatives bought 1,910 Netflix shares in Q1 2026, an estimated $168K.
  • Netflix made up 0.08% of Planning Alternatives's portfolio in Q1 2026, its #55 holding.
  • Planning Alternatives first reported a position in Netflix in Q1 2025 and has held it in 5 quarters since.
  • 3,609 funds tracked by Wall St. Rank held Netflix as of Q1 2026.

Based on Planning Alternatives's 13F filing for Q1 2026, filed 7 May 2026.