SVWAG
NFLX icon

Sound View Wealth Advisors Group’s Netflix NFLX Stock Holding History

Sound View Wealth Advisors Group’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 		$1.41M Sell
14,693
-2,145
-13% -$189K 0.1% 152
2025
Q4 		$1.58M Sell
16,838
-992
-6% -$107K 0.11% 148
2025
Q3 		$2.14M Sell
17,830
-1,080
-6% -$132K 0.15% 129
2025
Q2 		$2.53M Buy
18,910
+880
+5% +$99.5K 0.19% 112
2025
Q1 		$1.68M Buy
18,030
+470
+3% +$44.7K 0.14% 132
2024
Q4 		$1.56M Sell
17,560
-370
-2% -$30.5K 0.13% 139
2024
Q3 		$1.27M Buy
17,930
+1,480
+9% +$99K 0.1% 162
2024
Q2 		$1.11M Sell
16,450
-110
-0.7% -$6.87K 0.11% 153
2024
Q1 		$1.01M Sell
16,560
-120
-0.7% -$6.77K 0.11% 162
2023
Q4 		$812K Sell
16,680
-760
-4% -$33.2K 0.09% 184
2023
Q3 		$659K Buy
17,440
+680
+4% +$28.8K 0.08% 188
2023
Q2 		$738K Buy
16,760
+580
+4% +$21.4K 0.1% 181
2023
Q1 		$559K Sell
16,180
-500
-3% -$16.5K 0.08% 203
2022
Q4 		$812K Buy
16,680
+3,850
+30% +$108K 0.09% 184
2022
Q3 		$302K Sell
12,830
-500
-4% -$11.1K 0.07% 210
2022
Q2 		$233K Sell
13,330
-2,480
-16% -$55K 0.05% 256
2022
Q1 		$592K Sell
15,810
-420
-3% -$17.5K 0.11% 157
2021
Q4 		$978K Buy
16,230
+250
+2% +$16K 0.18% 120
2021
Q3 		$975K Buy
15,980
+490
+3% +$27K 0.2% 116
2021
Q2 		$818K Sell
15,490
-570
-4% -$29.1K 0.17% 125
2021
Q1 		$838K Buy
16,060
+210
+1% +$11.1K 0.2% 111
2020
Q4 		$857K Sell
15,850
-60
-0.4% -$3.04K 0.21% 109
2020
Q3 		$796K Buy
15,910
+120
+0.8% +$5.97K 0.21% 111
2020
Q2 		$719K Buy
15,790
+310
+2% +$13.2K 0.2% 111
2020
Q1 		$581K Sell
15,480
-370
-2% -$13.1K 0.2% 107
2019
Q4 		$513K Sell
15,850
-460
-3% -$13.6K 0.14% 137
2019
Q3 		$436K Sell
16,310
-1,290
-7% -$40.4K 0.13% 152
2019
Q2 		$646K Buy
+17,600
New +$635K 0.19% 124

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

Sound View Wealth Advisors Group's NFLX Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Netflix (NFLX) stake by 13% in Q1 2026, selling an estimated $189K and leaving 14,693 shares worth $1.41M. The position accounts for 0.1% of the portfolio, ranked #152.

Sound View Wealth Advisors Group first reported a position in NFLX in Q2 2019 and has held it in 28 quarters since. The position peaked at $2.53M in Q2 2025. 3,609 funds tracked by Wall St. Rank hold NFLX as of Q1 2026.

  • Sound View Wealth Advisors Group held 14,693 shares of Netflix worth $1.41M as of Q1 2026.
  • Sound View Wealth Advisors Group sold 2,145 Netflix shares in Q1 2026, an estimated $189K.
  • Netflix made up 0.1% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #152 holding.
  • Sound View Wealth Advisors Group first reported a position in Netflix in Q2 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's Netflix position peaked at $2.53M in Q2 2025.
  • 3,609 funds tracked by Wall St. Rank held Netflix as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.