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Wealth Preservation Advisors’s Netflix NFLX Stock Holding History

Wealth Preservation Advisors’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 		$2.15M Sell
30,068
-193
-0.6% -$17K 1.22% 13
2026
Q1 		$2.91M Sell
30,261
-177
-0.6% -$15.6K 2.42% 7
2025
Q4 		$2.85M Buy
30,438
+78
+0.3% +$8.41K 1.44% 11
2025
Q3 		$3.64M Buy
30,360
+10,000
+49% +$1.22M 2.12% 9
2025
Q2 		$2.73M Hold
20,360
– – 1.68% 10
2025
Q1 		$1.9M Buy
+20,360
New +$1.94M 1.36% 12

Other funds holding NFLX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Wealth Preservation Advisors reduced its Netflix (NFLX) stake by 0.64% in Q2 2026, selling an estimated $17K and leaving 30,068 shares worth $2.15M. The position accounts for 1.22% of the portfolio, ranked #13.

Wealth Preservation Advisors first reported a position in NFLX in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.64M in Q3 2025. 3,387 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

  • Wealth Preservation Advisors held 30,068 shares of Netflix worth $2.15M as of Q2 2026.
  • Wealth Preservation Advisors sold 193 Netflix shares in Q2 2026, an estimated $17K.
  • Netflix made up 1.22% of Wealth Preservation Advisors's portfolio in Q2 2026, its #13 holding.
  • Wealth Preservation Advisors first reported a position in Netflix in Q1 2025 and has held it in 6 quarters since.
  • Wealth Preservation Advisors's Netflix position peaked at $3.64M in Q3 2025.
  • 3,387 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.