Summit Financial Strategies’s Netflix NFLX Stock Holding History

Summit Financial Strategies’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	$415K	Sell	5,807 -35	-0.6%	-$3.08K	0.03%	108
2026 Q1	$562K	Sell	5,842 -237	-4%	-$20.9K	0.04%	92
2025 Q4	$570K	Buy	6,079 +279	+5%	+$30.1K	0.05%	87
2025 Q3	$695K	Buy	5,800 +270	+5%	+$33K	0.06%	76
2025 Q2	$741K	Buy	5,530 +30	+0.5%	+$3.39K	0.07%	72
2025 Q1	$513K	Hold	5,500	–	–	0.05%	82
2024 Q4	$490K	Sell	5,500 -30	-0.5%	-$2.47K	0.05%	85
2024 Q3	$392K	Buy	+5,530	New	+$370K	0.04%	98
2021 Q1	–	Sell	-3,700	Closed	-$200K	–	70
2020 Q4	$200K	Buy	+3,700	New	+$188K	0.07%	82

Other funds holding NFLX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Summit Financial Strategies's NFLX Position: Q2 2026 in Review

Summit Financial Strategies reduced its Netflix (NFLX) stake by 0.6% in Q2 2026, selling an estimated $3.08K and leaving 5,807 shares worth $415K. The position accounts for 0.03% of the portfolio, ranked #108.

Summit Financial Strategies first reported a position in NFLX in Q4 2020 and has held it in 9 quarters since. The position peaked at $741K in Q2 2025. 3,394 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

Summit Financial Strategies held 5,807 shares of Netflix worth $415K as of Q2 2026.
Summit Financial Strategies sold 35 Netflix shares in Q2 2026, an estimated $3.08K.
Netflix made up 0.03% of Summit Financial Strategies's portfolio in Q2 2026, its #108 holding.
Summit Financial Strategies first reported a position in Netflix in Q4 2020 and has held it in 9 quarters since.
Summit Financial Strategies's Netflix position peaked at $741K in Q2 2025.
3,394 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.