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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wealth Effects's NFLX Position: Q1 2026 in Review

Wealth Effects increased its Netflix (NFLX) stake by 7.2% in Q1 2026, buying an estimated $34.4K and bringing the position to 5,840 shares worth $562K. The position accounts for 0.2% of the portfolio, ranked #102.

Wealth Effects first reported a position in NFLX in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.81M in Q2 2025. 3,606 funds tracked by Wall St. Rank hold NFLX as of Q1 2026.

Wealth Effects held 5,840 shares of Netflix worth $562K as of Q1 2026.
Wealth Effects bought 390 Netflix shares in Q1 2026, an estimated $34.4K.
Netflix made up 0.2% of Wealth Effects's portfolio in Q1 2026, its #102 holding.
Wealth Effects first reported a position in Netflix in Q4 2021 and has held it in 12 quarters since.
Wealth Effects's Netflix position peaked at $1.81M in Q2 2025.
3,606 funds tracked by Wall St. Rank held Netflix as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.