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Wealthspire Advisors (New York)’s Netflix NFLX Stock Holding History

Wealthspire Advisors (New York)’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 		$6.58M Buy
92,136
+30,668
+50% +$2.7M 0.04% 222
2026
Q1 		$5.91M Sell
61,468
-33,002
-35% -$2.91M 0.05% 152
2025
Q4 		$8.86M Buy
94,470
+25,130
+36% +$2.71M 0.07% 125
2025
Q3 		$8.31M Buy
69,340
+410
+0.6% +$50K 0.04% 128
2025
Q2 		$9.23M Buy
68,930
+1,320
+2% +$149K 0.05% 125
2025
Q1 		$6.3M Sell
67,610
-25,190
-27% -$2.4M 0.04% 146
2024
Q4 		$8.27M Buy
92,800
+3,940
+4% +$324K 0.08% 116
2024
Q3 		$6.3M Buy
88,860
+2,540
+3% +$170K 0.06% 131
2024
Q2 		$5.83M Buy
86,320
+27,360
+46% +$1.71M 0.07% 105
2024
Q1 		$3.58M Buy
58,960
+4,270
+8% +$241K 0.05% 134
2023
Q4 		$2.66M Buy
54,690
+2,470
+5% +$108K 0.04% 155
2023
Q3 		$1.97M Sell
52,220
-230
-0.4% -$9.75K 0.03% 174
2023
Q2 		$2.31M Buy
52,450
+4,090
+8% +$151K 0.04% 139
2023
Q1 		$1.67M Sell
48,360
-11,250
-19% -$372K 0.03% 173
2022
Q4 		$1.76M Buy
59,610
+28,470
+91% +$799K 0.03% 172
2022
Q3 		$733K Buy
31,140
+4,450
+17% +$98.8K 0.02% 277
2022
Q2 		$467K Buy
26,690
+3,220
+14% +$71.4K 0.01% 329
2022
Q1 		$879K Sell
23,470
-12,590
-35% -$524K 0.02% 202
2021
Q4 		$2.17M Sell
36,060
-640
-2% -$40.9K 0.05% 144
2021
Q3 		$2.24M Buy
36,700
+13,930
+61% +$767K 0.05% 154
2021
Q2 		$1.2M Sell
22,770
-82,140
-78% -$4.2M 0.03% 144
2021
Q1 		$5.47M Buy
104,910
+44,500
+74% +$2.36M 0.13% 84
2020
Q4 		$3.27M Buy
60,410
+25,210
+72% +$1.28M 0.1% 94
2020
Q3 		$1.76M Buy
35,200
+2,710
+8% +$135K 0.1% 93
2020
Q2 		$1.48M Sell
32,490
-36,930
-53% -$1.57M 0.1% 84
2020
Q1 		$2.61M Buy
69,420
+55,830
+411% +$1.98M 0.11% 106
2019
Q4 		$440K Buy
13,590
+3,050
+29% +$90.4K 0.03% 113
2019
Q3 		$282K Buy
+10,540
New +$330K 0.02% 124
2019
Q1 		– Sell
-2,750
Closed -$74K – 536
2018
Q4 		$74K Buy
+2,750
New +$82.3K 0.01% 140

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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s NFLX Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Netflix (NFLX) stake by 50% in Q2 2026, buying an estimated $2.7M and bringing the position to 92,136 shares worth $6.58M. The position accounts for 0.04% of the portfolio, ranked #222.

Wealthspire Advisors (New York) first reported a position in NFLX in Q4 2018 and has held it in 29 quarters since. The position peaked at $9.23M in Q2 2025. 3,394 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

  • Wealthspire Advisors (New York) held 92,136 shares of Netflix worth $6.58M as of Q2 2026.
  • Wealthspire Advisors (New York) bought 30,668 Netflix shares in Q2 2026, an estimated $2.7M.
  • Netflix made up 0.04% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #222 holding.
  • Wealthspire Advisors (New York) first reported a position in Netflix in Q4 2018 and has held it in 29 quarters since.
  • Wealthspire Advisors (New York)'s Netflix position peaked at $9.23M in Q2 2025.
  • 3,394 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.