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Tandem Wealth Advisors’s Netflix NFLX Stock Holding History

Tandem Wealth Advisors’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 		$368K Buy
5,160
+218
+4% +$19.2K 0.15% 47
2026
Q1 		$475K Buy
4,942
+2,022
+69% +$178K 0.21% 42
2025
Q4 		$274K Buy
2,920
+600
+26% +$64.7K 0.12% 46
2025
Q3 		$278K Buy
2,320
+440
+23% +$53.7K 0.13% 47
2025
Q2 		$252K Sell
1,880
-620
-25% -$70.1K 0.12% 48
2025
Q1 		$233K Sell
2,500
-80
-3% -$7.61K 0.12% 51
2024
Q4 		$230K Buy
+2,580
New +$212K 0.12% 52

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

Tandem Wealth Advisors's NFLX Position: Q2 2026 in Review

Tandem Wealth Advisors increased its Netflix (NFLX) stake by 4.4% in Q2 2026, buying an estimated $19.2K and bringing the position to 5,160 shares worth $368K. The position accounts for 0.15% of the portfolio, ranked #47.

Tandem Wealth Advisors first reported a position in NFLX in Q4 2024 and has held it in 7 quarters since. The position peaked at $475K in Q1 2026. 3,377 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

  • Tandem Wealth Advisors held 5,160 shares of Netflix worth $368K as of Q2 2026.
  • Tandem Wealth Advisors bought 218 Netflix shares in Q2 2026, an estimated $19.2K.
  • Netflix made up 0.15% of Tandem Wealth Advisors's portfolio in Q2 2026, its #47 holding.
  • Tandem Wealth Advisors first reported a position in Netflix in Q4 2024 and has held it in 7 quarters since.
  • Tandem Wealth Advisors's Netflix position peaked at $475K in Q1 2026.
  • 3,377 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Tandem Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.