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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
Q2 		$1.08M Sell
14,676
-5,625
-28% -$495K 0.06% 196
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 $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

Triad Wealth Partners's NFLX Position: Q2 2026 in Review

Triad Wealth Partners reduced its Netflix (NFLX) stake by 28% in Q2 2026, selling an estimated $495K and leaving 14,676 shares worth $1.08M. The position accounts for 0.06% of the portfolio, ranked #196.

Triad Wealth Partners first reported a position in NFLX in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.95M in Q1 2026. 3,386 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

  • Triad Wealth Partners held 14,676 shares of Netflix worth $1.08M as of Q2 2026.
  • Triad Wealth Partners sold 5,625 Netflix shares in Q2 2026, an estimated $495K.
  • Netflix made up 0.06% of Triad Wealth Partners's portfolio in Q2 2026, its #196 holding.
  • Triad Wealth Partners first reported a position in Netflix in Q2 2024 and has held it in 6 quarters since.
  • Triad Wealth Partners's Netflix position peaked at $1.95M in Q1 2026.
  • 3,386 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.