United Capital Financial Advisors’s Netflix NFLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $35M | Buy |
364,105
+132,289
| +57% | +$11.7M | 0.22% | 91 |
|
|
2025
Q4 | $21.7M | Sell |
231,816
-864
| -0.4% | -$93.1K | 0.13% | 139 |
|
|
2025
Q3 | $27.9M | Sell |
232,680
-3,350
| -1% | -$409K | 0.2% | 94 |
|
|
2025
Q2 | $31.6M | Sell |
236,030
-7,680
| -3% | -$868K | 0.25% | 84 |
|
|
2025
Q1 | $22.7M | Buy |
243,710
+7,150
| +3% | +$680K | 0.19% | 101 |
|
|
2024
Q4 | $21.1M | Sell |
236,560
-17,420
| -7% | -$1.43M | 0.18% | 105 |
|
|
2024
Q3 | $18M | Buy |
253,980
+2,040
| +0.8% | +$136K | 0.15% | 134 |
|
|
2024
Q2 | $17M | Buy |
251,940
+3,610
| +1% | +$225K | 0.15% | 134 |
|
|
2024
Q1 | $15.1M | Sell |
248,330
-3,090
| -1% | -$174K | 0.12% | 151 |
|
|
2023
Q4 | $12.2M | Buy |
251,420
+123,490
| +97% | +$5.39M | 0.1% | 165 |
|
|
2023
Q3 | $4.83M | Buy |
127,930
+11,000
| +9% | +$466K | 0.03% | 301 |
|
|
2023
Q2 | $5.15M | Sell |
116,930
-16,740
| -13% | -$617K | 0.03% | 307 |
|
|
2023
Q1 | $4.62M | Sell |
133,670
-63,660
| -32% | -$2.11M | 0.03% | 327 |
|
|
2022
Q4 | $5.82M | Buy |
197,330
+67,560
| +52% | +$1.9M | 0.03% | 312 |
|
|
2022
Q3 | $3.06M | Buy |
129,770
+15,630
| +14% | +$347K | 0.02% | 405 |
|
|
2022
Q2 | $2M | Sell |
114,140
-154,990
| -58% | -$3.44M | 0.01% | 488 |
|
|
2022
Q1 | $10.1M | Sell |
269,130
-35,230
| -12% | -$1.47M | 0.05% | 278 |
|
|
2021
Q4 | $18.3M | Buy |
304,360
+5,620
| +2% | +$359K | 0.08% | 209 |
|
|
2021
Q3 | $18.2M | Buy |
298,740
+1,980
| +0.7% | +$109K | 0.09% | 200 |
|
|
2021
Q2 | $15.7M | Buy |
296,760
+11,370
| +4% | +$581K | 0.08% | 220 |
|
|
2021
Q1 | $14.9M | Buy |
285,390
+18,430
| +7% | +$978K | 0.08% | 218 |
|
|
2020
Q4 | $14.4M | Buy |
266,960
+42,670
| +19% | +$2.16M | 0.09% | 213 |
|
|
2020
Q3 | $11.2M | Sell |
224,290
-36,220
| -14% | -$1.8M | 0.07% | 233 |
|
|
2020
Q2 | $11.9M | Buy |
260,510
+18,110
| +7% | +$771K | 0.09% | 224 |
|
|
2020
Q1 | $9.1M | Sell |
242,400
-51,250
| -17% | -$1.81M | 0.08% | 251 |
|
|
2019
Q4 | $9.5M | Buy |
293,650
+41,900
| +17% | +$1.24M | 0.06% | 317 |
|
|
2019
Q3 | $6.74M | Sell |
251,750
-148,030
| -37% | -$4.63M | 0.05% | 346 |
|
|
2019
Q2 | $14.7M | Buy |
399,780
+21,290
| +6% | +$768K | 0.1% | 230 |
|
|
2019
Q1 | $13.5M | Buy |
378,490
+28,750
| +8% | +$997K | 0.09% | 239 |
|
|
2018
Q4 | $9.36M | Buy |
349,740
+47,130
| +16% | +$1.41M | 0.07% | 266 |
|
|
2018
Q3 | $11.3M | Buy |
302,610
+111,230
| +58% | +$4.04M | 0.08% | 270 |
|
|
2018
Q2 | $7.49M | Buy |
191,380
+18,990
| +11% | +$647K | 0.06% | 347 |
|
|
2018
Q1 | $5.09M | Buy |
172,390
+15,800
| +10% | +$430K | 0.04% | 411 |
|
|
2017
Q4 | $3.02M | Buy |
156,590
+30,820
| +25% | +$593K | 0.02% | 501 |
|
|
2017
Q3 | $2.28M | Buy |
125,770
+16,490
| +15% | +$288K | 0.02% | 543 |
|
|
2017
Q2 | $1.63M | Buy |
109,280
+10,620
| +11% | +$163K | 0.01% | 629 |
|
|
2017
Q1 | $1.46M | Sell |
98,660
-4,900
| -5% | -$68.8K | 0.01% | 644 |
|
|
2016
Q4 | $1.28M | Buy |
103,560
+18,310
| +21% | +$217K | 0.01% | 676 |
|
|
2016
Q3 | $840K | Sell |
85,250
-17,040
| -17% | -$163K | 0.01% | 821 |
|
|
2016
Q2 | $931K | Sell |
102,290
-35,390
| -26% | -$340K | 0.01% | 756 |
|
|
2016
Q1 | $1.41M | Buy |
137,680
+5,800
| +4% | +$56.9K | 0.02% | 617 |
|
|
2015
Q4 | $1.51M | Buy |
131,880
+28,020
| +27% | +$320K | 0.02% | 598 |
|
|
2015
Q3 | $1.07M | Buy |
+103,860
| New | +$1.12M | 0.01% | 672 |
|
|
2015
Q2 | – | Sell |
-62,160
| Closed | -$494K | – | 1292 |
|
|
2015
Q1 | $494K | Buy |
62,160
+8,610
| +16% | +$52.2K | 0.01% | 897 |
|
|
2014
Q4 | $261K | Buy |
+53,550
| New | +$288K | ﹤0.01% | 1015 |
|
Other funds holding NFLX
VCM
VPM
United Capital Financial Advisors's NFLX Position: Q1 2026 in Review
United Capital Financial Advisors increased its Netflix (NFLX) stake by 57% in Q1 2026, buying an estimated $11.7M and bringing the position to 364,105 shares worth $35M. The position accounts for 0.22% of the portfolio, ranked #91.
United Capital Financial Advisors first reported a position in NFLX in Q4 2014 and has held it in 45 quarters since. 3,609 funds tracked by Wall St. Rank hold NFLX as of Q1 2026.
- United Capital Financial Advisors held 364,105 shares of Netflix worth $35M as of Q1 2026.
- United Capital Financial Advisors bought 132,289 Netflix shares in Q1 2026, an estimated $11.7M.
- Netflix made up 0.22% of United Capital Financial Advisors's portfolio in Q1 2026, its #91 holding.
- United Capital Financial Advisors first reported a position in Netflix in Q4 2014 and has held it in 45 quarters since.
- 3,609 funds tracked by Wall St. Rank held Netflix as of Q1 2026.
Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.