Wescott Financial Advisory Group’s Netflix NFLX Stock Holding History

Wescott Financial Advisory Group’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	$376K	Sell	5,264 -235	-4%	-$20.7K	0.03%	153
2026 Q1	$529K	Buy	5,499 +207	+4%	+$18.2K	0.05%	123
2025 Q4	$496K	Buy	5,292 +1,492	+39%	+$161K	0.04%	127
2025 Q3	$456K	Buy	3,800 +110	+3%	+$13.4K	0.04%	126
2025 Q2	$494K	Buy	3,690 +120	+3%	+$13.6K	0.05%	116
2025 Q1	$333K	Buy	3,570 +60	+2%	+$5.71K	0.03%	134
2024 Q4	$313K	Buy	3,510 +540	+18%	+$44.4K	0.03%	142
2024 Q3	$211K	Buy	+2,970	New	+$199K	0.02%	162

Other funds holding NFLX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wescott Financial Advisory Group's NFLX Position: Q2 2026 in Review

Wescott Financial Advisory Group reduced its Netflix (NFLX) stake by 4.3% in Q2 2026, selling an estimated $20.7K and leaving 5,264 shares worth $376K. The position accounts for 0.03% of the portfolio, ranked #153.

Wescott Financial Advisory Group first reported a position in NFLX in Q3 2024 and has held it in 8 quarters since. The position peaked at $529K in Q1 2026. 3,394 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

Wescott Financial Advisory Group held 5,264 shares of Netflix worth $376K as of Q2 2026.
Wescott Financial Advisory Group sold 235 Netflix shares in Q2 2026, an estimated $20.7K.
Netflix made up 0.03% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #153 holding.
Wescott Financial Advisory Group first reported a position in Netflix in Q3 2024 and has held it in 8 quarters since.
Wescott Financial Advisory Group's Netflix position peaked at $529K in Q1 2026.
3,394 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.