EWA
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EP Wealth Advisors’s Cloudflare NET Stock Holding History

EP Wealth Advisors’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 		$601K Sell
2,913
-4,942
-63% -$942K ﹤0.01% 825
2025
Q4 		$1.55M Buy
+7,855
New +$1.66M 0.01% 503
2025
Q2 		$458K Buy
2,341
+240
+11% +$34.8K ﹤0.01% 811
2025
Q1 		$237K Sell
2,101
-100
-5% -$13.3K ﹤0.01% 1044
2024
Q4 		$237K Buy
+2,201
New +$215K ﹤0.01% 980
2022
Q2 		– Sell
-3,688
Closed -$441K – 676
2022
Q1 		$441K Buy
3,688
+73
+2% +$7.61K 0.01% 403
2021
Q4 		$475K Sell
3,615
-39
-1% -$6.54K 0.01% 367
2021
Q3 		$412K Buy
3,654
+25
+0.7% +$2.99K 0.01% 368
2021
Q2 		$384K Buy
+3,629
New +$300K 0.01% 388

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return