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SkyOak Wealth’s Netflix NFLX Stock Holding History

SkyOak Wealth’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 		$371K Sell
3,861
-2,000
-34% -$176K 0.07% 153
2025
Q4 		$550K Buy
5,861
+2,291
+64% +$247K 0.1% 123
2025
Q3 		$428K Hold
3,570
– – 0.08% 138
2025
Q2 		$478K Hold
3,570
– – 0.1% 129
2025
Q1 		$333K Sell
3,570
-200
-5% -$19K 0.07% 157
2024
Q4 		$336K Sell
3,770
-220
-6% -$18.1K 0.07% 156
2024
Q3 		$283K Sell
3,990
-800
-17% -$53.5K 0.06% 179
2024
Q2 		$323K Sell
4,790
-4,000
-46% -$250K 0.08% 164
2024
Q1 		$534K Hold
8,790
– – 0.13% 115
2023
Q4 		$428K Hold
8,790
– – 0.11% 135
2023
Q3 		$332K Buy
8,790
+90
+1% +$3.81K 0.1% 150
2023
Q2 		$383K Sell
8,700
-170
-2% -$6.26K 0.11% 140
2023
Q1 		$306K Sell
8,870
-130
-1% -$4.3K 0.09% 162
2022
Q4 		$265K Sell
9,000
-710
-7% -$19.9K 0.09% 170
2022
Q3 		$229K Buy
+9,710
New +$216K 0.08% 181
2022
Q2 		– Sell
-6,910
Closed -$259K – 242
2022
Q1 		$259K Sell
6,910
-5,090
-42% -$212K 0.07% 190
2021
Q4 		$723K Sell
12,000
-10
-0.1% -$639 0.18% 111
2021
Q3 		$733K Hold
12,010
– – 0.2% 101
2021
Q2 		$634K Hold
12,010
– – 0.17% 112
2021
Q1 		$608K Hold
12,010
– – 0.17% 116
2020
Q4 		$649K Sell
12,010
-20
-0.2% -$1.01K 0.2% 112
2020
Q3 		$602K Sell
12,030
-6,920
-37% -$344K 0.22% 108
2020
Q2 		$862K Sell
18,950
-3,040
-14% -$129K 0.32% 78
2020
Q1 		$826K Buy
21,990
+7,790
+55% +$276K 0.42% 57
2019
Q4 		$459K Buy
+14,200
New +$421K 0.14% 173

Other funds holding NFLX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

SkyOak Wealth's NFLX Position: Q1 2026 in Review

SkyOak Wealth reduced its Netflix (NFLX) stake by 34% in Q1 2026, selling an estimated $176K and leaving 3,861 shares worth $371K. The position accounts for 0.07% of the portfolio, ranked #153.

SkyOak Wealth first reported a position in NFLX in Q4 2019 and has held it in 25 quarters since. The position peaked at $862K in Q2 2020. 3,606 funds tracked by Wall St. Rank hold NFLX as of Q1 2026.

  • SkyOak Wealth held 3,861 shares of Netflix worth $371K as of Q1 2026.
  • SkyOak Wealth sold 2,000 Netflix shares in Q1 2026, an estimated $176K.
  • Netflix made up 0.07% of SkyOak Wealth's portfolio in Q1 2026, its #153 holding.
  • SkyOak Wealth first reported a position in Netflix in Q4 2019 and has held it in 25 quarters since.
  • SkyOak Wealth's Netflix position peaked at $862K in Q2 2020.
  • 3,606 funds tracked by Wall St. Rank held Netflix as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.