Summit Financial Wealth Advisors’s Netflix NFLX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$528K Buy
7,396
+5,098
+222% +$449K 0.07% 126
2026
Q1
$221K Buy
+2,298
New +$202K 0.03% 182
2018
Q3
Sell
-13,220
Closed -$390K 152
2018
Q2
$390K Hold
13,220
0.13% 95
2018
Q1
$390K Sell
13,220
-630
-5% -$17.1K 0.13% 97
2017
Q4
$266K Sell
13,850
-30
-0.2% -$578 0.09% 110
2017
Q3
$252K Sell
13,880
-500
-3% -$8.72K 0.09% 118
2017
Q2
$215K Sell
14,380
-530
-4% -$8.15K 0.09% 139
2017
Q1
$220K Buy
+14,910
New +$209K 0.1% 130

Other funds holding NFLX

Summit Financial Wealth Advisors's NFLX Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Netflix (NFLX) stake by 222% in Q2 2026, buying an estimated $449K and bringing the position to 7,396 shares worth $528K. The position accounts for 0.07% of the portfolio, ranked #126.

Summit Financial Wealth Advisors first reported a position in NFLX in Q1 2017 and has held it in 8 quarters since. 1,388 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

  • Summit Financial Wealth Advisors held 7,396 shares of Netflix worth $528K as of Q2 2026.
  • Summit Financial Wealth Advisors bought 5,098 Netflix shares in Q2 2026, an estimated $449K.
  • Netflix made up 0.07% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #126 holding.
  • Summit Financial Wealth Advisors first reported a position in Netflix in Q1 2017 and has held it in 8 quarters since.
  • 1,388 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.