DWM
NET icon

Drive Wealth Management’s Cloudflare NET Stock Holding History

Drive 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
Q2 		$323K Sell
1,316
-260
-16% -$56.9K 0.06% 285
2026
Q1 		$325K Buy
1,576
+246
+18% +$46.9K 0.07% 240
2025
Q4 		$262K Buy
1,330
+323
+32% +$68.3K 0.05% 285
2025
Q3 		$216K Buy
+1,007
New +$206K 0.05% 321

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

Drive Wealth Management's NET Position: Q2 2026 in Review

Drive Wealth Management reduced its Cloudflare (NET) stake by 16% in Q2 2026, selling an estimated $56.9K and leaving 1,316 shares worth $323K. The position accounts for 0.06% of the portfolio, ranked #285.

Drive Wealth Management first reported a position in NET in Q3 2025 and has held it in 4 quarters since. The position peaked at $325K in Q1 2026. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Drive Wealth Management held 1,316 shares of Cloudflare worth $323K as of Q2 2026.
  • Drive Wealth Management sold 260 Cloudflare shares in Q2 2026, an estimated $56.9K.
  • Cloudflare made up 0.06% of Drive Wealth Management's portfolio in Q2 2026, its #285 holding.
  • Drive Wealth Management first reported a position in Cloudflare in Q3 2025 and has held it in 4 quarters since.
  • Drive Wealth Management's Cloudflare position peaked at $325K in Q1 2026.
  • 1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.