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Serenus Wealth Advisors’s Netflix NFLX Stock Holding History

Serenus 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 		$586K Buy
8,210
+1,459
+22% +$128K 0.1% 42
2026
Q1 		$649K Hold
6,751
– – 0.13% 37
2025
Q4 		$633K Buy
6,751
+1
+0% +$108 0.12% 37
2025
Q3 		$809K Hold
6,750
– – 0.14% 32
2025
Q2 		$904K Buy
6,750
+1,000
+17% +$113K 0.15% 27
2025
Q1 		$536K Buy
5,750
+1,650
+40% +$157K 0.09% 34
2024
Q4 		$365K Buy
+4,100
New +$337K 0.06% 38

Other funds holding NFLX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Serenus Wealth Advisors increased its Netflix (NFLX) stake by 22% in Q2 2026, buying an estimated $128K and bringing the position to 8,210 shares worth $586K. The position accounts for 0.1% of the portfolio, ranked #42.

Serenus Wealth Advisors first reported a position in NFLX in Q4 2024 and has held it in 7 quarters since. The position peaked at $904K in Q2 2025. 3,389 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

  • Serenus Wealth Advisors held 8,210 shares of Netflix worth $586K as of Q2 2026.
  • Serenus Wealth Advisors bought 1,459 Netflix shares in Q2 2026, an estimated $128K.
  • Netflix made up 0.1% of Serenus Wealth Advisors's portfolio in Q2 2026, its #42 holding.
  • Serenus Wealth Advisors first reported a position in Netflix in Q4 2024 and has held it in 7 quarters since.
  • Serenus Wealth Advisors's Netflix position peaked at $904K in Q2 2025.
  • 3,389 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Serenus Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.