RYIA
NFLX icon

Roehl & Yi Investment Advisors’s Netflix NFLX Stock Holding History

Roehl & Yi Investment 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
2025
Q1 		– Sell
-2,420
Closed -$216K – 166
2024
Q4 		$216K Buy
+2,420
New +$199K 0.12% 139

Other funds holding NFLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Roehl & Yi Investment Advisors's NFLX Position: Q1 2025 in Review

Roehl & Yi Investment Advisors sold out of Netflix (NFLX) in Q1 2025, closing a stake of 2,420 shares — an estimated $216K sold.

Roehl & Yi Investment Advisors first reported a position in NFLX in Q4 2024 and held it in 1 quarter. The position peaked at $216K in Q4 2024. 3,195 funds tracked by Wall St. Rank hold NFLX as of Q1 2025.

  • Roehl & Yi Investment Advisors reported no remaining Netflix position as of Q1 2025 after selling out during the quarter.
  • Roehl & Yi Investment Advisors sold 2,420 Netflix shares in Q1 2025, an estimated $216K.
  • Roehl & Yi Investment Advisors first reported a position in Netflix in Q4 2024 and held it in 1 quarter.
  • Roehl & Yi Investment Advisors's Netflix position peaked at $216K in Q4 2024.
  • 3,195 funds tracked by Wall St. Rank held Netflix as of Q1 2025.

Based on Roehl & Yi Investment Advisors's 13F filing for Q1 2025, filed 29 May 2026.