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Triad Wealth Partners’s Netflix NFLX Stock Holding History

Triad 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 		$1.95M Buy
20,301
+3,728
+22% +$328K 0.15% 103
2025
Q4 		$1.55M Buy
16,573
+11,593
+233% +$1.25M 0.15% 100
2025
Q3 		$597K Buy
4,980
+2,200
+79% +$269K 0.08% 177
2025
Q2 		$372K Buy
+2,780
New +$314K 0.08% 189
2024
Q3 		– Sell
-570
Closed -$38.5K – 600
2024
Q2 		$38.5K Buy
+570
New +$35.6K 0.02% 264

Other funds holding NFLX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Triad Wealth Partners increased its Netflix (NFLX) stake by 22% in Q1 2026, buying an estimated $328K and bringing the position to 20,301 shares worth $1.95M. The position accounts for 0.15% of the portfolio, ranked #103.

Triad Wealth Partners first reported a position in NFLX in Q2 2024 and has held it in 5 quarters since. 3,609 funds tracked by Wall St. Rank hold NFLX as of Q1 2026.

  • Triad Wealth Partners held 20,301 shares of Netflix worth $1.95M as of Q1 2026.
  • Triad Wealth Partners bought 3,728 Netflix shares in Q1 2026, an estimated $328K.
  • Netflix made up 0.15% of Triad Wealth Partners's portfolio in Q1 2026, its #103 holding.
  • Triad Wealth Partners first reported a position in Netflix in Q2 2024 and has held it in 5 quarters since.
  • 3,609 funds tracked by Wall St. Rank held Netflix as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.