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Shelton Wealth Management’s Netflix NFLX Stock Holding History

Shelton Wealth Management’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 		$78.1K Sell
1,094
-4
-0.4% -$352 0.03% 136
2026
Q1 		$106K Buy
+1,098
New +$96.7K 0.05% 127
2025
Q2 		– Sell
-12,780
Closed -$1.19M – 162
2025
Q1 		$1.19M Sell
12,780
-860
-6% -$81.8K 0.65% 39
2024
Q4 		$1.22M Sell
13,640
-930
-6% -$76.5K 0.63% 47
2024
Q3 		$1.03M Buy
14,570
+1,930
+15% +$129K 0.56% 57
2024
Q2 		$853K Buy
12,640
+3,290
+35% +$205K 0.48% 69
2024
Q1 		$568K Buy
9,350
+1,870
+25% +$105K 0.36% 71
2023
Q4 		$364K Buy
+7,480
New +$327K 0.26% 75

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

Shelton Wealth Management's NFLX Position: Q2 2026 in Review

Shelton Wealth Management reduced its Netflix (NFLX) stake by 0.36% in Q2 2026, selling an estimated $352 and leaving 1,094 shares worth $78.1K. The position accounts for 0.03% of the portfolio, ranked #136.

Shelton Wealth Management first reported a position in NFLX in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.22M in Q4 2024. 3,361 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

  • Shelton Wealth Management held 1,094 shares of Netflix worth $78.1K as of Q2 2026.
  • Shelton Wealth Management sold 4 Netflix shares in Q2 2026, an estimated $352.
  • Netflix made up 0.03% of Shelton Wealth Management's portfolio in Q2 2026, its #136 holding.
  • Shelton Wealth Management first reported a position in Netflix in Q4 2023 and has held it in 8 quarters since.
  • Shelton Wealth Management's Netflix position peaked at $1.22M in Q4 2024.
  • 3,361 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Shelton Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.