Valeo 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
Q3
$6.96K Hold
100
– – ﹤0.01% 856
2026
Q2
$7.14K Hold
100
– – ﹤0.01% 834
2026
Q1
$9.62K Buy
+100
New +$8.81K ﹤0.01% 746
2021
Q4
– Sell
-20,000
Closed -$1.22M – 621
2021
Q3
$1.22M Buy
+20,000
New +$1.1M 0.07% 160
2021
Q1
– Sell
-13,000
Closed -$703K – 2129
2020
Q4
$703K Buy
+13,000
New +$659K 0.04% 197
2020
Q3
– Sell
-2,000
Closed -$91K – 1953
2020
Q2
$91K Buy
+2,000
New +$85.1K 0.01% 529

Other funds holding NFLX

Valeo Financial Advisors's NFLX Position: Q3 2026 in Review

Valeo Financial Advisors reduced its Netflix (NFLX) stake by 3.8% in Q3 2026, selling an estimated $208K and leaving 69,767 shares worth $4.85M. The position accounts for 0.1% of the portfolio, ranked #93.

Valeo Financial Advisors first reported a position in NFLX in Q3 2017 and has held it in 37 quarters since. The position peaked at $9.55M in Q2 2025. 547 funds tracked by Wall St. Rank hold NFLX as of Q3 2026.

  • Valeo Financial Advisors held 69,767 shares of Netflix worth $4.85M as of Q3 2026.
  • Valeo Financial Advisors sold 2,766 Netflix shares in Q3 2026, an estimated $208K.
  • Netflix made up 0.1% of Valeo Financial Advisors's portfolio in Q3 2026, its #93 holding.
  • Valeo Financial Advisors first reported a position in Netflix in Q3 2017 and has held it in 37 quarters since.
  • Valeo Financial Advisors's Netflix position peaked at $9.55M in Q2 2025.
  • 547 funds tracked by Wall St. Rank held Netflix as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.