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
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

Valeo Financial Advisors's NFLX Position: Q2 2026 in Review

Valeo Financial Advisors increased its Netflix (NFLX) stake by 7.9% in Q2 2026, buying an estimated $465K and bringing the position to 72,533 shares worth $5.18M. The position accounts for 0.11% of the portfolio, ranked #95.

Valeo Financial Advisors first reported a position in NFLX in Q3 2017 and has held it in 36 quarters since. The position peaked at $9.55M in Q2 2025. 1,078 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

  • Valeo Financial Advisors held 72,533 shares of Netflix worth $5.18M as of Q2 2026.
  • Valeo Financial Advisors bought 5,285 Netflix shares in Q2 2026, an estimated $465K.
  • Netflix made up 0.11% of Valeo Financial Advisors's portfolio in Q2 2026, its #95 holding.
  • Valeo Financial Advisors first reported a position in Netflix in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's Netflix position peaked at $9.55M in Q2 2025.
  • 1,078 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.