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Taylor & Morgan Wealth Management’s Netflix NFLX Stock Holding History

Taylor & Morgan Wealth Management’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
2025
Q4 		– Sell
-1,860
Closed -$223K – 84
2025
Q3 		$223K Buy
1,860
+10
+0.5% +$1.22K 0.14% 71
2025
Q2 		$248K Buy
+1,850
New +$209K 0.17% 61

Other funds holding NFLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Taylor & Morgan Wealth Management's NFLX Position: Q4 2025 in Review

Taylor & Morgan Wealth Management sold out of Netflix (NFLX) in Q4 2025, closing a stake of 1,860 shares — an estimated $223K sold.

Taylor & Morgan Wealth Management first reported a position in NFLX in Q2 2025 and held it in 2 quarters. The position peaked at $248K in Q2 2025. 3,542 funds tracked by Wall St. Rank hold NFLX as of Q4 2025.

  • Taylor & Morgan Wealth Management reported no remaining Netflix position as of Q4 2025 after selling out during the quarter.
  • Taylor & Morgan Wealth Management sold 1,860 Netflix shares in Q4 2025, an estimated $223K.
  • Taylor & Morgan Wealth Management first reported a position in Netflix in Q2 2025 and held it in 2 quarters.
  • Taylor & Morgan Wealth Management's Netflix position peaked at $248K in Q2 2025.
  • 3,542 funds tracked by Wall St. Rank held Netflix as of Q4 2025.

Based on Taylor & Morgan Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.