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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wescott Financial Advisory Group's NFLX Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its Netflix (NFLX) stake by 3.9% in Q1 2026, buying an estimated $18.2K and bringing the position to 5,499 shares worth $529K. The position accounts for 0.05% of the portfolio, ranked #123.

Wescott Financial Advisory Group first reported a position in NFLX in Q3 2024 and has held it in 7 quarters since. 3,609 funds tracked by Wall St. Rank hold NFLX as of Q1 2026.

  • Wescott Financial Advisory Group held 5,499 shares of Netflix worth $529K as of Q1 2026.
  • Wescott Financial Advisory Group bought 207 Netflix shares in Q1 2026, an estimated $18.2K.
  • Netflix made up 0.05% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #123 holding.
  • Wescott Financial Advisory Group first reported a position in Netflix in Q3 2024 and has held it in 7 quarters since.
  • 3,609 funds tracked by Wall St. Rank held Netflix as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.