WealthPLAN Partners’s Netflix NFLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $367K | Buy |
5,136
+326
| +7% | +$28.7K | 0.07% | 182 |
|
|
2026
Q1 | $462K | Sell |
4,810
-832
| -15% | -$73.3K | 0.09% | 166 |
|
|
2025
Q4 | $529K | Buy |
5,642
+512
| +10% | +$55.2K | 0.08% | 176 |
|
|
2025
Q3 | $615K | Buy |
5,130
+700
| +16% | +$85.4K | 0.09% | 159 |
|
|
2025
Q2 | $593K | Buy |
4,430
+930
| +27% | +$105K | 0.1% | 159 |
|
|
2025
Q1 | $326K | Sell |
3,500
-2,020
| -37% | -$192K | 0.05% | 207 |
|
|
2024
Q4 | $492K | Sell |
5,520
-260
| -4% | -$21.4K | 0.07% | 172 |
|
|
2024
Q3 | $410K | Sell |
5,780
-3,650
| -39% | -$244K | 0.06% | 195 |
|
|
2024
Q2 | $636K | Buy |
9,430
+670
| +8% | +$41.8K | 0.07% | 181 |
|
|
2024
Q1 | $532K | Sell |
8,760
-210
| -2% | -$11.8K | 0.06% | 199 |
|
|
2023
Q4 | $437K | Hold |
8,970
| – | – | 0.04% | 231 |
|
|
2023
Q3 | $339K | Buy |
8,970
+2,470
| +38% | +$105K | 0.04% | 253 |
|
|
2023
Q2 | $286K | Sell |
6,500
-910
| -12% | -$33.5K | 0.04% | 247 |
|
|
2023
Q1 | $256K | Sell |
7,410
-24,100
| -76% | -$798K | 0.03% | 271 |
|
|
2022
Q4 | $1.13M | Buy |
+31,510
| New | +$884K | 0.08% | 167 |
|
|
2022
Q1 | $239K | Buy |
12,560
+6,160
| +96% | +$256K | 0.02% | 354 |
|
|
2021
Q4 | $273K | Buy |
6,400
+50
| +0.8% | +$3.19K | 0.02% | 329 |
|
|
2021
Q3 | $397K | Buy |
6,350
+280
| +5% | +$15.4K | 0.03% | 282 |
|
|
2021
Q2 | $311K | Buy |
6,070
+90
| +2% | +$4.6K | 0.02% | 281 |
|
|
2021
Q1 | $301K | Sell |
5,980
-190
| -3% | -$10.1K | 0.02% | 274 |
|
|
2020
Q4 | $341K | Buy |
6,170
+130
| +2% | +$6.59K | 0.03% | 255 |
|
|
2020
Q3 | $294K | Sell |
6,040
-240
| -4% | -$11.9K | 0.03% | 262 |
|
|
2020
Q2 | $302K | Sell |
6,280
-170
| -3% | -$7.24K | 0.03% | 237 |
|
|
2020
Q1 | $285K | Sell |
6,450
-1,160
| -15% | -$41K | 0.04% | 202 |
|
|
2019
Q4 | $290K | Buy |
7,610
+260
| +4% | +$7.71K | 0.03% | 206 |
|
|
2019
Q3 | $208K | Buy |
+7,350
| New | +$230K | 0.03% | 222 |
|
|
2018
Q4 | – | Sell |
-11,490
| Closed | -$307K | – | 269 |
|
|
2018
Q3 | $307K | Buy |
+11,490
| New | +$417K | 0.06% | 186 |
|
|
2017
Q2 | – | Sell |
-840
| Closed | -$12.1K | – | 334 |
|
|
2017
Q1 | $12.1K | Buy |
+840
| New | +$11.8K | 0.04% | 242 |
|
|
2016
Q3 | $120K | Sell |
11,760
-12,060
| -51% | -$115K | 0.04% | 211 |
|
|
2016
Q2 | $202K | Buy |
+23,820
| New | +$229K | 0.03% | 376 |
|
|
2015
Q4 | $219K | Buy |
+41,700
| New | +$476K | 0.04% | 254 |
|
|
2015
Q2 | $3K | Buy |
+280
| New | +$2.34K | ﹤0.01% | 368 |
|
Other funds holding NFLX
ATO
WealthPLAN Partners's NFLX Position: Q2 2026 in Review
WealthPLAN Partners increased its Netflix (NFLX) stake by 6.8% in Q2 2026, buying an estimated $28.7K and bringing the position to 5,136 shares worth $367K. The position accounts for 0.07% of the portfolio, ranked #182.
WealthPLAN Partners first reported a position in NFLX in Q2 2015 and has held it in 32 quarters since. The position peaked at $1.13M in Q4 2022. 1,556 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.
- WealthPLAN Partners held 5,136 shares of Netflix worth $367K as of Q2 2026.
- WealthPLAN Partners bought 326 Netflix shares in Q2 2026, an estimated $28.7K.
- Netflix made up 0.07% of WealthPLAN Partners's portfolio in Q2 2026, its #182 holding.
- WealthPLAN Partners first reported a position in Netflix in Q2 2015 and has held it in 32 quarters since.
- WealthPLAN Partners's Netflix position peaked at $1.13M in Q4 2022.
- 1,556 funds tracked by Wall St. Rank held Netflix as of Q2 2026.
Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.