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Retirement Planning Group (New York)’s Netflix NFLX Stock Holding History

Retirement Planning Group (New York)’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 		$326K Buy
+3,387
New +$298K 0.21% 67
2025
Q4 		– Sell
-1,720
Closed -$206K – 90
2025
Q3 		$206K Hold
1,720
– – 0.15% 85
2025
Q2 		$230K Buy
+1,720
New +$194K 0.2% 71

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

Retirement Planning Group (New York)'s NFLX Position: Q1 2026 in Review

Retirement Planning Group (New York) opened a new position in Netflix (NFLX) in Q1 2026: 3,387 shares worth $326K. The stake represents 0.21% of the portfolio and ranks #67 among its holdings. This is a return to the name: Retirement Planning Group (New York) previously reported a position in NFLX as recently as Q3 2025.

Retirement Planning Group (New York) first reported a position in NFLX in Q2 2025 and has held it in 3 quarters since. 3,608 funds tracked by Wall St. Rank hold NFLX as of Q1 2026.

  • Retirement Planning Group (New York) held 3,387 shares of Netflix worth $326K as of Q1 2026.
  • Netflix was a new Retirement Planning Group (New York) position in Q1 2026.
  • Netflix made up 0.21% of Retirement Planning Group (New York)'s portfolio in Q1 2026, its #67 holding.
  • Retirement Planning Group (New York) first reported a position in Netflix in Q2 2025 and has held it in 3 quarters since.
  • 3,608 funds tracked by Wall St. Rank held Netflix as of Q1 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q1 2026, filed 21 Apr 2026.