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Valeo Financial Advisors’s Netflix NFLX Stock Holding History

Valeo Financial 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
2023
Q4 		– Sell
-20,000
Closed -$755 – 699
2023
Q3 		$755 Buy
+20,000
New +$848K ﹤0.01% 624
2021
Q2 		– Sell
-2,000
Closed -$104K – 1336
2021
Q1 		$104K Sell
2,000
-11,000
-85% -$583K ﹤0.01% 606
2020
Q4 		$703K Buy
+13,000
New +$659K 0.04% 198

Other funds holding NFLX

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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. 168 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.
  • 168 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.