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Sax Wealth Advisors’s Netflix NFLX Stock Holding History

Sax 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
Q2 		$3.32M Buy
34,523
+5,383
+18% +$474K 0.14% 114
2026
Q1 		$2.73M Hold
29,140
– – 0.13% 100
2025
Q4 		$2.73M Buy
29,140
+200
+0.7% +$21.6K 0.13% 102
2025
Q3 		$3.47M Buy
28,940
+1,460
+5% +$178K 0.19% 76
2025
Q2 		$3.68M Buy
27,480
+3,600
+15% +$407K 0.22% 69
2025
Q1 		$2.23M Buy
23,880
+1,060
+5% +$101K 0.16% 86
2024
Q4 		$2.03M Buy
22,820
+3,900
+21% +$321K 0.16% 76
2024
Q3 		$1.34M Buy
18,920
+2,100
+12% +$140K 0.12% 74
2024
Q2 		$1.14M Buy
16,820
+3,610
+27% +$225K 0.11% 83
2024
Q1 		$802K Hold
13,210
– – 0.09% 84
2023
Q4 		$643K Buy
13,210
+2,750
+26% +$120K 0.1% 101
2023
Q3 		$395K Buy
10,460
+1,270
+14% +$53.8K 0.08% 127
2023
Q2 		$405K Hold
9,190
– – 0.08% 128
2023
Q1 		$317K Hold
9,190
– – 0.07% 135
2022
Q4 		$271K Sell
9,190
-260
-3% -$7.29K 0.06% 141
2022
Q3 		$222K Buy
+9,450
New +$210K 0.06% 148
2022
Q2 		– Sell
-14,610
Closed -$547K – 172
2022
Q1 		$547K Sell
14,610
-6,870
-32% -$286K 0.13% 99
2021
Q4 		$1.29M Buy
21,480
+2,100
+11% +$134K 0.27% 57
2021
Q3 		$1.18M Hold
19,380
– – 0.28% 54
2021
Q2 		$1.02M Sell
19,380
-12,990
-40% -$664K 0.35% 54
2021
Q1 		$1.69M Buy
32,370
+5,880
+22% +$312K 0.62% 42
2020
Q4 		$1.43M Buy
+26,490
New +$1.34M 0.66% 43

Other funds holding NFLX

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Sax Wealth Advisors's NFLX Position: Q2 2026 in Review

Sax Wealth Advisors increased its Netflix (NFLX) stake by 18% in Q2 2026, buying an estimated $474K and bringing the position to 34,523 shares worth $3.32M. The position accounts for 0.14% of the portfolio, ranked #114.

Sax Wealth Advisors first reported a position in NFLX in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.68M in Q2 2025. 761 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

  • Sax Wealth Advisors held 34,523 shares of Netflix worth $3.32M as of Q2 2026.
  • Sax Wealth Advisors bought 5,383 Netflix shares in Q2 2026, an estimated $474K.
  • Netflix made up 0.14% of Sax Wealth Advisors's portfolio in Q2 2026, its #114 holding.
  • Sax Wealth Advisors first reported a position in Netflix in Q4 2020 and has held it in 22 quarters since.
  • Sax Wealth Advisors's Netflix position peaked at $3.68M in Q2 2025.
  • 761 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.