Roberts Wealth Advisors
NFLX icon

Roberts Wealth Advisors’s Netflix NFLX Stock Holding History

Roberts Wealth Advisors’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
Q3 		$258K Sell
3,706
-1,440
-28% -$108K 0.06% 99
2026
Q2 		$367K Sell
5,146
-694
-12% -$61.1K 0.08% 94
2026
Q1 		$562K Buy
+5,840
New +$515K 0.14% 79
2025
Q3 		– Sell
-1,500
Closed -$201K – 101
2025
Q2 		$201K Buy
+1,500
New +$170K 0.06% 93

Other funds holding NFLX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Roberts Wealth Advisors's NFLX Position: Q3 2026 in Review

Roberts Wealth Advisors reduced its Netflix (NFLX) stake by 28% in Q3 2026, selling an estimated $108K and leaving 3,706 shares worth $258K. The position accounts for 0.06% of the portfolio, ranked #99.

Roberts Wealth Advisors first reported a position in NFLX in Q2 2025 and has held it in 4 quarters since. The position peaked at $562K in Q1 2026. 2,262 funds tracked by Wall St. Rank hold NFLX as of Q3 2026.

  • Roberts Wealth Advisors held 3,706 shares of Netflix worth $258K as of Q3 2026.
  • Roberts Wealth Advisors sold 1,440 Netflix shares in Q3 2026, an estimated $108K.
  • Netflix made up 0.06% of Roberts Wealth Advisors's portfolio in Q3 2026, its #99 holding.
  • Roberts Wealth Advisors first reported a position in Netflix in Q2 2025 and has held it in 4 quarters since.
  • Roberts Wealth Advisors's Netflix position peaked at $562K in Q1 2026.
  • 2,262 funds tracked by Wall St. Rank held Netflix as of Q3 2026.

Based on Roberts Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.