Summit Wealth Group (Colorado)’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
$312K Sell
4,366
-378
-8% -$33.3K 0.03% 293
2026
Q1
$456K Buy
4,744
+1,748
+58% +$154K 0.05% 191
2025
Q4
$281K Buy
+2,996
New +$323K 0.04% 215
2025
Q3
Sell
-4,820
Closed -$645K 395
2025
Q2
$645K Buy
+4,820
New +$545K 0.16% 113

Other funds holding NFLX

Summit Wealth Group (Colorado)'s NFLX Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its Netflix (NFLX) stake by 8% in Q2 2026, selling an estimated $33.3K and leaving 4,366 shares worth $312K. The position accounts for 0.03% of the portfolio, ranked #293.

Summit Wealth Group (Colorado) first reported a position in NFLX in Q2 2025 and has held it in 4 quarters since. The position peaked at $645K in Q2 2025. 1,388 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

  • Summit Wealth Group (Colorado) held 4,366 shares of Netflix worth $312K as of Q2 2026.
  • Summit Wealth Group (Colorado) sold 378 Netflix shares in Q2 2026, an estimated $33.3K.
  • Netflix made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #293 holding.
  • Summit Wealth Group (Colorado) first reported a position in Netflix in Q2 2025 and has held it in 4 quarters since.
  • Summit Wealth Group (Colorado)'s Netflix position peaked at $645K in Q2 2025.
  • 1,388 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.