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Wealth Enhancement Trust Services’s Netflix NFLX Stock Holding History

Wealth Enhancement Trust Services’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 		$2.63M Sell
36,836
-4,239
-10% -$373K 0.29% 77
2026
Q1 		$3.95M Buy
41,075
+14,937
+57% +$1.32M 0.48% 50
2025
Q4 		$2.45M Buy
+26,138
New +$2.82M 0.31% 63

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wealth Enhancement Trust Services's NFLX Position: Q2 2026 in Review

Wealth Enhancement Trust Services reduced its Netflix (NFLX) stake by 10% in Q2 2026, selling an estimated $373K and leaving 36,836 shares worth $2.63M. The position accounts for 0.29% of the portfolio, ranked #77.

Wealth Enhancement Trust Services first reported a position in NFLX in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.95M in Q1 2026. 2,635 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

  • Wealth Enhancement Trust Services held 36,836 shares of Netflix worth $2.63M as of Q2 2026.
  • Wealth Enhancement Trust Services sold 4,239 Netflix shares in Q2 2026, an estimated $373K.
  • Netflix made up 0.29% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #77 holding.
  • Wealth Enhancement Trust Services first reported a position in Netflix in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Netflix position peaked at $3.95M in Q1 2026.
  • 2,635 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.