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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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

SHP Wealth Management's NFLX Position: Q1 2026 in Review

SHP Wealth Management increased its Netflix (NFLX) stake by 3.9% in Q1 2026, buying an estimated $26.4K and bringing the position to 8,076 shares worth $776K. The position accounts for 0.06% of the portfolio, ranked #113.

SHP Wealth Management first reported a position in NFLX in Q4 2025 and has held it in 2 quarters since. 3,614 funds tracked by Wall St. Rank hold NFLX as of Q1 2026.

  • SHP Wealth Management held 8,076 shares of Netflix worth $776K as of Q1 2026.
  • SHP Wealth Management bought 300 Netflix shares in Q1 2026, an estimated $26.4K.
  • Netflix made up 0.06% of SHP Wealth Management's portfolio in Q1 2026, its #113 holding.
  • SHP Wealth Management first reported a position in Netflix in Q4 2025 and has held it in 2 quarters since.
  • 3,614 funds tracked by Wall St. Rank held Netflix as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.