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Sun Group Wealth Partners’s Netflix NFLX Stock Holding History

Sun Group 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
Q2 		$3.22M Sell
45,042
-2,932
-6% -$258K 2.19% 12
2026
Q1 		$4.61M Buy
47,974
+202
+0.4% +$17.8K 3.63% 8
2025
Q4 		$4.48M Buy
+47,772
New +$5.15M 3.6% 10

Other funds holding NFLX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sun Group Wealth Partners's NFLX Position: Q2 2026 in Review

Sun Group Wealth Partners reduced its Netflix (NFLX) stake by 6.1% in Q2 2026, selling an estimated $258K and leaving 45,042 shares worth $3.22M. The position accounts for 2.19% of the portfolio, ranked #12.

Sun Group Wealth Partners first reported a position in NFLX in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.61M in Q1 2026. 3,370 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

  • Sun Group Wealth Partners held 45,042 shares of Netflix worth $3.22M as of Q2 2026.
  • Sun Group Wealth Partners sold 2,932 Netflix shares in Q2 2026, an estimated $258K.
  • Netflix made up 2.19% of Sun Group Wealth Partners's portfolio in Q2 2026, its #12 holding.
  • Sun Group Wealth Partners first reported a position in Netflix in Q4 2025 and has held it in 3 quarters since.
  • Sun Group Wealth Partners's Netflix position peaked at $4.61M in Q1 2026.
  • 3,370 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Sun Group Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.