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SHP Wealth Management’s Netflix NFLX Stock Holding History

SHP 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 		$657K Buy
9,202
+1,126
+14% +$99.2K 0.05% 151
2026
Q1 		$776K Buy
8,076
+300
+4% +$26.4K 0.06% 113
2025
Q4 		$729K Buy
+7,776
New +$838K 0.06% 108

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management increased its Netflix (NFLX) stake by 14% in Q2 2026, buying an estimated $99.2K and bringing the position to 9,202 shares worth $657K. The position accounts for 0.05% of the portfolio, ranked #151.

SHP Wealth Management first reported a position in NFLX in Q4 2025 and has held it in 3 quarters since. The position peaked at $776K in Q1 2026. 3,392 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

  • SHP Wealth Management held 9,202 shares of Netflix worth $657K as of Q2 2026.
  • SHP Wealth Management bought 1,126 Netflix shares in Q2 2026, an estimated $99.2K.
  • Netflix made up 0.05% of SHP Wealth Management's portfolio in Q2 2026, its #151 holding.
  • SHP Wealth Management first reported a position in Netflix in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Netflix position peaked at $776K in Q1 2026.
  • 3,392 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.