Spartan Planning & Wealth Management’s Netflix NFLX Stock Holding History

Spartan Planning & 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	-8,040	Closed	-$964K	–	89
2025 Q3	$964K	Buy	8,040 +410	+5%	+$50K	0.75%	26
2025 Q2	$1.02M	Sell	7,630 -630	-8%	-$71.2K	0.88%	23
2025 Q1	$770K	Buy	8,260 +1,020	+14%	+$97K	0.75%	32
2024 Q4	$645K	Buy	+7,240	New	+$596K	0.59%	35
2023 Q4	$279K	Buy	5,740 +5,060	+744%	+$221K	0.3%	43
2023 Q3	$25.7K	Buy	+680	New	+$28.8K	0.03%	100
2022 Q4	$43.6K	Buy	+1,480	New	+$41.5K	0.05%	104

Other funds holding NFLX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Spartan Planning & Wealth Management's NFLX Position: Q4 2025 in Review

Spartan Planning & Wealth Management sold out of Netflix (NFLX) in Q4 2025, closing a stake of 8,040 shares — an estimated $964K sold.

Spartan Planning & Wealth Management first reported a position in NFLX in Q4 2022 and held it in 7 quarters. The position peaked at $1.02M in Q2 2025. 3,541 funds tracked by Wall St. Rank hold NFLX as of Q4 2025.

Spartan Planning & Wealth Management reported no remaining Netflix position as of Q4 2025 after selling out during the quarter.
Spartan Planning & Wealth Management sold 8,040 Netflix shares in Q4 2025, an estimated $964K.
Spartan Planning & Wealth Management first reported a position in Netflix in Q4 2022 and held it in 7 quarters.
Spartan Planning & Wealth Management's Netflix position peaked at $1.02M in Q2 2025.
3,541 funds tracked by Wall St. Rank held Netflix as of Q4 2025.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2025, filed 8 Jan 2026.