AWM
NET icon

Affinity Wealth Management’s Cloudflare NET Stock Holding History

Affinity Wealth Management’s Portfolio NET Stock Details NET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-20,753
Closed -$4.09M – 111
2025
Q4 		$4.09M Buy
20,753
+832
+4% +$176K 0.58% 35
2025
Q3 		$4.27M Buy
+19,921
New +$4.07M 0.63% 35
2024
Q2 		– Sell
-30,856
Closed -$2.99M – 106
2024
Q1 		$2.99M Buy
30,856
+1,171
+4% +$106K 0.55% 40
2023
Q4 		$2.47M Buy
+29,685
New +$2.08M 0.51% 41

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Affinity Wealth Management's NET Position: Q1 2026 in Review

Affinity Wealth Management sold out of Cloudflare (NET) in Q1 2026, closing a stake of 20,753 shares — an estimated $4.09M sold.

Affinity Wealth Management first reported a position in NET in Q4 2023 and held it in 4 quarters. The position peaked at $4.27M in Q3 2025. 1,138 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Affinity Wealth Management reported no remaining Cloudflare position as of Q1 2026 after selling out during the quarter.
  • Affinity Wealth Management sold 20,753 Cloudflare shares in Q1 2026, an estimated $4.09M.
  • Affinity Wealth Management first reported a position in Cloudflare in Q4 2023 and held it in 4 quarters.
  • Affinity Wealth Management's Cloudflare position peaked at $4.27M in Q3 2025.
  • 1,138 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Affinity Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.