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Schwarz Dygos Wheeler Investment Advisors’s Netflix NFLX Stock Holding History

Schwarz Dygos Wheeler 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
2026
Q2 		– Sell
-2,300
Closed -$221K – 178
2026
Q1 		$221K Sell
2,300
-20
-0.9% -$1.76K 0.05% 159
2025
Q4 		$218K Buy
2,320
+100
+5% +$10.8K 0.04% 160
2025
Q3 		$266K Buy
2,220
+40
+2% +$4.88K 0.06% 145
2025
Q2 		$292K Buy
+2,180
New +$246K 0.07% 137

Other funds holding NFLX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's NFLX Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors sold out of Netflix (NFLX) in Q2 2026, closing a stake of 2,300 shares — an estimated $221K sold.

Schwarz Dygos Wheeler Investment Advisors first reported a position in NFLX in Q2 2025 and held it in 4 quarters. The position peaked at $292K in Q2 2025. 2,126 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors reported no remaining Netflix position as of Q2 2026 after selling out during the quarter.
  • Schwarz Dygos Wheeler Investment Advisors sold 2,300 Netflix shares in Q2 2026, an estimated $221K.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Netflix in Q2 2025 and held it in 4 quarters.
  • Schwarz Dygos Wheeler Investment Advisors's Netflix position peaked at $292K in Q2 2025.
  • 2,126 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.