Valued Wealth 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
Q2
$70.3K Sell
985
-473
-32% -$41.7K 0.03% 89
2026
Q1
$140K Buy
1,458
+287
+25% +$25.3K 0.06% 52
2025
Q4
$110K Buy
1,171
+71
+6% +$7.66K 0.05% 57
2025
Q3
$132K Buy
1,100
+20
+2% +$2.44K 0.06% 49
2025
Q2
$145K Sell
1,080
-100
-8% -$11.3K 0.08% 45
2025
Q1
$110K Buy
1,180
+100
+9% +$9.51K 0.07% 57
2024
Q4
$96.3K Buy
1,080
+100
+10% +$8.23K 0.06% 56
2024
Q3
$69.5K Buy
980
+300
+44% +$20.1K 0.05% 58
2024
Q2
$45.9K Buy
680
+230
+51% +$14.4K 0.03% 76
2024
Q1
$27.3K Buy
450
+200
+80% +$11.3K 0.02% 103
2023
Q4
$9.44K Buy
+250
New +$10.9K 0.01% 126

Other funds holding NFLX

Valued Wealth Advisors's NFLX Position: Q2 2026 in Review

Valued Wealth Advisors reduced its Netflix (NFLX) stake by 32% in Q2 2026, selling an estimated $41.7K and leaving 985 shares worth $70.3K. The position accounts for 0.03% of the portfolio, ranked #89.

Valued Wealth Advisors first reported a position in NFLX in Q4 2023 and has held it in 11 quarters since. The position peaked at $145K in Q2 2025. 1,078 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

  • Valued Wealth Advisors held 985 shares of Netflix worth $70.3K as of Q2 2026.
  • Valued Wealth Advisors sold 473 Netflix shares in Q2 2026, an estimated $41.7K.
  • Netflix made up 0.03% of Valued Wealth Advisors's portfolio in Q2 2026, its #89 holding.
  • Valued Wealth Advisors first reported a position in Netflix in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's Netflix position peaked at $145K in Q2 2025.
  • 1,078 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.