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Whitaker-Myers Wealth Managers’s Netflix NFLX Stock Holding History

Whitaker-Myers Wealth Managers’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
-5,500
Closed -$737K – 131
2025
Q2 		$737K Sell
5,500
-4,630
-46% -$523K 0.19% 54
2025
Q1 		$945K Buy
10,130
+4,110
+68% +$391K 0.26% 43
2024
Q4 		$537K Buy
6,020
+380
+7% +$31.3K 0.16% 58
2024
Q3 		$400K Buy
5,640
+2,040
+57% +$136K 0.13% 69
2024
Q2 		$243K Buy
+3,600
New +$225K 0.09% 90

Other funds holding NFLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Whitaker-Myers Wealth Managers's NFLX Position: Q3 2025 in Review

Whitaker-Myers Wealth Managers sold out of Netflix (NFLX) in Q3 2025, closing a stake of 5,500 shares — an estimated $737K sold.

Whitaker-Myers Wealth Managers first reported a position in NFLX in Q2 2024 and held it in 5 quarters. The position peaked at $945K in Q1 2025. 3,496 funds tracked by Wall St. Rank hold NFLX as of Q3 2025.

  • Whitaker-Myers Wealth Managers reported no remaining Netflix position as of Q3 2025 after selling out during the quarter.
  • Whitaker-Myers Wealth Managers sold 5,500 Netflix shares in Q3 2025, an estimated $737K.
  • Whitaker-Myers Wealth Managers first reported a position in Netflix in Q2 2024 and held it in 5 quarters.
  • Whitaker-Myers Wealth Managers's Netflix position peaked at $945K in Q1 2025.
  • 3,496 funds tracked by Wall St. Rank held Netflix as of Q3 2025.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2025, filed 16 Oct 2025.