Planning Directions’s Netflix NFLX Stock Holding History

Planning Directions’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 Q2	–	Sell	-5,990	Closed	-$559K	–	99
2025 Q1	$559K	Buy	+5,990	New	+$570K	0.24%	59

Other funds holding NFLX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Planning Directions's NFLX Position: Q2 2025 in Review

Planning Directions sold out of Netflix (NFLX) in Q2 2025, closing a stake of 5,990 shares — an estimated $559K sold.

Planning Directions first reported a position in NFLX in Q1 2025 and held it in 1 quarter. The position peaked at $559K in Q1 2025. 3,481 funds tracked by Wall St. Rank hold NFLX as of Q2 2025.

Planning Directions reported no remaining Netflix position as of Q2 2025 after selling out during the quarter.
Planning Directions sold 5,990 Netflix shares in Q2 2025, an estimated $559K.
Planning Directions first reported a position in Netflix in Q1 2025 and held it in 1 quarter.
Planning Directions's Netflix position peaked at $559K in Q1 2025.
3,481 funds tracked by Wall St. Rank held Netflix as of Q2 2025.

Based on Planning Directions's 13F filing for Q2 2025, filed 1 Aug 2025.