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Shira Ridge Wealth Management’s Netflix NFLX Stock Holding History

Shira Ridge 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
2025
Q4 		– Sell
-1,860
Closed -$223K – 87
2025
Q3 		$223K Sell
1,860
-40
-2% -$4.88K 0.09% 80
2025
Q2 		$254K Buy
+1,900
New +$215K 0.12% 68

Other funds holding NFLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Shira Ridge Wealth Management's NFLX Position: Q4 2025 in Review

Shira Ridge Wealth Management sold out of Netflix (NFLX) in Q4 2025, closing a stake of 1,860 shares — an estimated $223K sold.

Shira Ridge Wealth Management first reported a position in NFLX in Q2 2025 and held it in 2 quarters. The position peaked at $254K in Q2 2025. 3,542 funds tracked by Wall St. Rank hold NFLX as of Q4 2025.

  • Shira Ridge Wealth Management reported no remaining Netflix position as of Q4 2025 after selling out during the quarter.
  • Shira Ridge Wealth Management sold 1,860 Netflix shares in Q4 2025, an estimated $223K.
  • Shira Ridge Wealth Management first reported a position in Netflix in Q2 2025 and held it in 2 quarters.
  • Shira Ridge Wealth Management's Netflix position peaked at $254K in Q2 2025.
  • 3,542 funds tracked by Wall St. Rank held Netflix as of Q4 2025.

Based on Shira Ridge Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.