UP Strategic Wealth Investment Advisors’s Netflix NFLX Stock Holding History

UP Strategic Wealth Investment 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 Q1	$650K	Buy	7,362 +2,920	+66%	+$257K	0.41%	38
2025 Q4	$365K	Buy	4,442 +42	+1%	+$4.53K	0.27%	59
2025 Q3	$529K	Sell	4,400 -1,000	-19%	-$122K	0.4%	40
2025 Q2	$723K	Buy	5,400 +70	+1%	+$7.92K	0.56%	29
2025 Q1	$497K	Buy	5,330 +840	+19%	+$79.9K	0.44%	43
2024 Q4	$400K	Buy	4,490 +1,600	+55%	+$132K	0.4%	46
2024 Q3	$205K	Buy	+2,890	New	+$193K	0.23%	75

Other funds holding NFLX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

UP Strategic Wealth Investment Advisors's NFLX Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors increased its Netflix (NFLX) stake by 66% in Q1 2026, buying an estimated $257K and bringing the position to 7,362 shares worth $650K. The position accounts for 0.41% of the portfolio, ranked #38.

UP Strategic Wealth Investment Advisors first reported a position in NFLX in Q3 2024 and has held it in 7 quarters since. The position peaked at $723K in Q2 2025. 3,609 funds tracked by Wall St. Rank hold NFLX as of Q1 2026.

UP Strategic Wealth Investment Advisors held 7,362 shares of Netflix worth $650K as of Q1 2026.
UP Strategic Wealth Investment Advisors bought 2,920 Netflix shares in Q1 2026, an estimated $257K.
Netflix made up 0.41% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #38 holding.
UP Strategic Wealth Investment Advisors first reported a position in Netflix in Q3 2024 and has held it in 7 quarters since.
UP Strategic Wealth Investment Advisors's Netflix position peaked at $723K in Q2 2025.
3,609 funds tracked by Wall St. Rank held Netflix as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.