Wealth Effects’s Netflix NFLX Stock Holding History

Wealth Effects’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	$481K	Buy	6,734 +894	+15%	+$78.7K	0.13%	139
2026 Q1	$562K	Buy	5,840 +390	+7%	+$34.4K	0.2%	102
2025 Q4	$511K	Sell	5,450 -6,300	-54%	-$679K	0.16%	108
2025 Q3	$1.41M	Sell	11,750 -1,800	-13%	-$220K	0.45%	41
2025 Q2	$1.81M	Buy	13,550 +400	+3%	+$45.2K	0.68%	31
2025 Q1	$1.23M	Buy	13,150 +8,400	+177%	+$799K	0.52%	42
2024 Q4	$423K	Buy	4,750 +50	+1%	+$4.12K	0.15%	122
2024 Q3	$333K	Hold	4,700	–	–	0.12%	151
2024 Q2	$317K	Hold	4,700	–	–	0.12%	142
2024 Q1	$285K	Hold	4,700	–	–	0.11%	157
2023 Q4	$229K	Buy	+4,700	New	+$205K	0.09%	191
2023 Q3	–	Sell	-4,600	Closed	-$203K	–	202
2023 Q2	$203K	Buy	+4,600	New	+$169K	0.09%	171
2022 Q1	–	Sell	-9,700	Closed	-$584K	–	216
2021 Q4	$584K	Buy	+9,700	New	+$620K	0.24%	87

Other funds holding NFLX

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wealth Effects's NFLX Position: Q2 2026 in Review

Wealth Effects increased its Netflix (NFLX) stake by 15% in Q2 2026, buying an estimated $78.7K and bringing the position to 6,734 shares worth $481K. The position accounts for 0.13% of the portfolio, ranked #139.

Wealth Effects first reported a position in NFLX in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.81M in Q2 2025. 3,377 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

Wealth Effects held 6,734 shares of Netflix worth $481K as of Q2 2026.
Wealth Effects bought 894 Netflix shares in Q2 2026, an estimated $78.7K.
Netflix made up 0.13% of Wealth Effects's portfolio in Q2 2026, its #139 holding.
Wealth Effects first reported a position in Netflix in Q4 2021 and has held it in 13 quarters since.
Wealth Effects's Netflix position peaked at $1.81M in Q2 2025.
3,377 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.