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Westwood Wealth Management’s Netflix NFLX Stock Holding History

Westwood Wealth Management’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
2025
Q3 		– Sell
-15,540
Closed -$2.08M – 50
2025
Q2 		$2.08M Buy
15,540
+60
+0.4% +$6.78K 0.7% 19
2025
Q1 		$1.44M Hold
15,480
– – 0.62% 24
2024
Q4 		$1.38M Sell
15,480
-60
-0.4% -$4.94K 0.5% 21
2024
Q3 		$1.1M Buy
15,540
+5,340
+52% +$357K 0.43% 24
2024
Q2 		$688K Hold
10,200
– – 0.26% 30
2024
Q1 		$619K Buy
10,200
+5,170
+103% +$291K 0.3% 27
2023
Q4 		$245K Sell
5,030
-750
-13% -$32.7K 0.19% 32
2023
Q3 		$218K Hold
5,780
– – 0.14% 38
2023
Q2 		$255K Buy
+5,780
New +$213K 0.18% 40

Other funds holding NFLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Westwood Wealth Management's NFLX Position: Q3 2025 in Review

Westwood Wealth Management sold out of Netflix (NFLX) in Q3 2025, closing a stake of 15,540 shares — an estimated $2.08M sold.

Westwood Wealth Management first reported a position in NFLX in Q2 2023 and held it in 9 quarters. The position peaked at $2.08M in Q2 2025. 3,489 funds tracked by Wall St. Rank hold NFLX as of Q3 2025.

  • Westwood Wealth Management reported no remaining Netflix position as of Q3 2025 after selling out during the quarter.
  • Westwood Wealth Management sold 15,540 Netflix shares in Q3 2025, an estimated $2.08M.
  • Westwood Wealth Management first reported a position in Netflix in Q2 2023 and held it in 9 quarters.
  • Westwood Wealth Management's Netflix position peaked at $2.08M in Q2 2025.
  • 3,489 funds tracked by Wall St. Rank held Netflix as of Q3 2025.

Based on Westwood Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.