Waller Financial Planning Group’s Netflix NFLX Stock Holding History

Waller Financial Planning Group’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 Q2	$410K	Buy	5,740 +36	+0.6%	+$3.17K	0.08%	56
2026 Q1	$548K	Sell	5,704 -177	-3%	-$15.6K	0.12%	51
2025 Q4	$551K	Buy	5,881 +61	+1%	+$6.58K	0.12%	48
2025 Q3	$698K	Sell	5,820 -150	-3%	-$18.3K	0.16%	45
2025 Q2	$799K	Sell	5,970 -300	-5%	-$33.9K	0.19%	42
2025 Q1	$585K	Buy	6,270 +120	+2%	+$11.4K	0.16%	47
2024 Q4	$548K	Hold	6,150	–	–	0.14%	46
2024 Q3	$436K	Buy	6,150 +80	+1%	+$5.35K	0.11%	49
2024 Q2	$410K	Hold	6,070	–	–	0.11%	49
2024 Q1	$369K	Hold	6,070	–	–	0.1%	47
2023 Q4	$296K	Buy	+6,070	New	+$265K	0.08%	51
2021 Q3	–	Sell	-3,820	Closed	-$202K	–	56
2021 Q2	$202K	Buy	+3,820	New	+$195K	0.05%	50

Other funds holding NFLX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Waller Financial Planning Group's NFLX Position: Q2 2026 in Review

Waller Financial Planning Group increased its Netflix (NFLX) stake by 0.63% in Q2 2026, buying an estimated $3.17K and bringing the position to 5,740 shares worth $410K. The position accounts for 0.08% of the portfolio, ranked #56.

Waller Financial Planning Group first reported a position in NFLX in Q2 2021 and has held it in 12 quarters since. The position peaked at $799K in Q2 2025. 2,126 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

Waller Financial Planning Group held 5,740 shares of Netflix worth $410K as of Q2 2026.
Waller Financial Planning Group bought 36 Netflix shares in Q2 2026, an estimated $3.17K.
Netflix made up 0.08% of Waller Financial Planning Group's portfolio in Q2 2026, its #56 holding.
Waller Financial Planning Group first reported a position in Netflix in Q2 2021 and has held it in 12 quarters since.
Waller Financial Planning Group's Netflix position peaked at $799K in Q2 2025.
2,126 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Waller Financial Planning Group's 13F filing for Q2 2026, filed 7 Jul 2026.