Summit Wealth Partners’s Netflix NFLX Stock Holding History

Summit Wealth Partners’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	$1.92M	Buy	19,975 +14,615	+273%	+$1.29M	0.3%	67
2025 Q4	$503K	Hold	5,360	–	–	0.09%	127
2025 Q3	$643K	Hold	5,360	–	–	0.12%	118
2025 Q2	$718K	Hold	5,360	–	–	0.14%	101
2025 Q1	$500K	Hold	5,360	–	–	0.1%	124
2024 Q4	$478K	Hold	5,360	–	–	0.1%	123
2024 Q3	$380K	Buy	+5,360	New	+$358K	0.07%	164

Other funds holding NFLX

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Summit Wealth Partners's NFLX Position: Q1 2026 in Review

Summit Wealth Partners increased its Netflix (NFLX) stake by 273% in Q1 2026, buying an estimated $1.29M and bringing the position to 19,975 shares worth $1.92M. The position accounts for 0.3% of the portfolio, ranked #67.

Summit Wealth Partners first reported a position in NFLX in Q3 2024 and has held it in 7 quarters since. 3,609 funds tracked by Wall St. Rank hold NFLX as of Q1 2026.

Summit Wealth Partners held 19,975 shares of Netflix worth $1.92M as of Q1 2026.
Summit Wealth Partners bought 14,615 Netflix shares in Q1 2026, an estimated $1.29M.
Netflix made up 0.3% of Summit Wealth Partners's portfolio in Q1 2026, its #67 holding.
Summit Wealth Partners first reported a position in Netflix in Q3 2024 and has held it in 7 quarters since.
3,609 funds tracked by Wall St. Rank held Netflix as of Q1 2026.

Based on Summit Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.