AIA Group’s Cloudflare NET Stock Holding History

AIA Group’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 Q2	$11.9M	Sell	48,713 -9,413	-16%	-$2.06M	0.15%	92
2026 Q1	$12M	Buy	58,126 +12,244	+27%	+$2.33M	0.17%	85
2025 Q4	$9.05M	Sell	45,882 -17,871	-28%	-$3.78M	0.14%	109
2025 Q3	$13.7M	Buy	63,753 +7,997	+14%	+$1.63M	0.24%	65
2025 Q2	$10.9M	Buy	55,756 +12,802	+30%	+$1.86M	0.24%	55
2025 Q1	$4.84M	Hold	42,954	–	–	0.12%	96
2024 Q4	$4.63M	Buy	42,954 +10,075	+31%	+$984K	0.11%	86
2024 Q3	$2.66M	Hold	32,879	–	–	0.07%	136
2024 Q2	$2.72M	Buy	32,879 +9,527	+41%	+$769K	0.08%	126
2024 Q1	$2.26M	Buy	23,352 +5,848	+33%	+$530K	0.07%	126
2023 Q4	$1.46M	Buy	17,504 +6,244	+55%	+$437K	0.06%	153
2023 Q3	$710K	Hold	11,260	–	–	0.03%	192
2023 Q2	$736K	Buy	11,260 +5,465	+94%	+$326K	0.04%	203
2023 Q1	$357K	Buy	+5,795	New	+$317K	0.02%	261
2022 Q2	–	Sell	-3,319	Closed	-$397K	–	520
2022 Q1	$397K	Buy	3,319 +1,134	+52%	+$118K	0.02%	263
2021 Q4	$287K	Hold	2,185	–	–	0.01%	249
2021 Q3	$246K	Buy	+2,185	New	+$261K	0.01%	235

Other funds holding NET

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

AIA Group's NET Position: Q2 2026 in Review

AIA Group reduced its Cloudflare (NET) stake by 16% in Q2 2026, selling an estimated $2.06M and leaving 48,713 shares worth $11.9M. The position accounts for 0.15% of the portfolio, ranked #92.

AIA Group first reported a position in NET in Q3 2021 and has held it in 17 quarters since. The position peaked at $13.7M in Q3 2025. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

AIA Group held 48,713 shares of Cloudflare worth $11.9M as of Q2 2026.
AIA Group sold 9,413 Cloudflare shares in Q2 2026, an estimated $2.06M.
Cloudflare made up 0.15% of AIA Group's portfolio in Q2 2026, its #92 holding.
AIA Group first reported a position in Cloudflare in Q3 2021 and has held it in 17 quarters since.
AIA Group's Cloudflare position peaked at $13.7M in Q3 2025.
1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on AIA Group's 13F filing for Q2 2026, filed 31 Jul 2026.