Safeguard Investment Advisory Group’s Netflix NFLX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$658K Buy
6,829
+1,159
+20% +$102K 0.18% 57
2025
Q4
$532K Buy
5,670
+2,940
+108% +$317K 0.14% 67
2025
Q3
$327K Sell
2,730
-13,060
-83% -$1.59M 0.08% 98
2025
Q2
$2.11M Sell
15,790
-720
-4% -$81.4K 0.53% 20
2025
Q1
$1.54M Buy
16,510
+1,830
+12% +$174K 0.42% 29
2024
Q4
$1.31M Sell
14,680
-230
-2% -$18.9K 0.36% 29
2024
Q3
$1.06M Sell
14,910
-490
-3% -$32.8K 0.3% 35
2024
Q2
$1.04M Sell
15,400
-180
-1% -$11.2K 0.32% 34
2024
Q1
$946K Buy
15,580
+300
+2% +$16.9K 0.32% 36
2023
Q4
$744K Sell
15,280
-10
-0.1% -$437 0.28% 40
2023
Q3
$577K Buy
15,290
+140
+0.9% +$5.93K 0.25% 44
2023
Q2
$667K Sell
15,150
-150
-1% -$5.53K 0.28% 42
2023
Q1
$529K Buy
15,300
+510
+3% +$16.9K 0.25% 48
2022
Q4
$436K Hold
14,790
0.27% 52
2022
Q3
$348K Buy
14,790
+9,280
+168% +$206K 0.24% 62
2022
Q2
$206K Hold
5,510
0.13% 90
2022
Q1
$206K Sell
5,510
-470
-8% -$19.6K 0.14% 82
2021
Q4
$360K Buy
5,980
+1,240
+26% +$79.2K 0.21% 67
2021
Q3
$289K Sell
4,740
-1,520
-24% -$83.6K 0.19% 71
2021
Q2
$330K Buy
6,260
+20
+0.3% +$1.02K 0.24% 66
2021
Q1
$325K Sell
6,240
-1,080
-15% -$57.3K 0.29% 60
2020
Q4
$395K Buy
+7,320
New +$371K 0.35% 51

Other funds holding NFLX

Safeguard Investment Advisory Group's NFLX Position: Q1 2026 in Review

Safeguard Investment Advisory Group increased its Netflix (NFLX) stake by 20% in Q1 2026, buying an estimated $102K and bringing the position to 6,829 shares worth $658K. The position accounts for 0.18% of the portfolio, ranked #57.

Safeguard Investment Advisory Group first reported a position in NFLX in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.11M in Q2 2025. 3,609 funds tracked by Wall St. Rank hold NFLX as of Q1 2026.

  • Safeguard Investment Advisory Group held 6,829 shares of Netflix worth $658K as of Q1 2026.
  • Safeguard Investment Advisory Group bought 1,159 Netflix shares in Q1 2026, an estimated $102K.
  • Netflix made up 0.18% of Safeguard Investment Advisory Group's portfolio in Q1 2026, its #57 holding.
  • Safeguard Investment Advisory Group first reported a position in Netflix in Q4 2020 and has held it in 22 quarters since.
  • Safeguard Investment Advisory Group's Netflix position peaked at $2.11M in Q2 2025.
  • 3,609 funds tracked by Wall St. Rank held Netflix as of Q1 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.