Flossbach Von Storch’s NetEase NTES Stock Holding History

Flossbach Von Storch’s Portfolio NTES Stock Details NTES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.09M	Sell	8,500 -6,500	-43%	-$767K	﹤0.01%	93
2026 Q1	$1.68M	Hold	15,000	–	–	0.01%	89
2025 Q4	$2.06M	Sell	15,000 -2,500	-14%	-$355K	0.01%	92
2025 Q3	$2.66M	Hold	17,500	–	–	0.01%	93
2025 Q2	$2.36M	Sell	17,500 -2,500	-13%	-$287K	0.01%	92
2025 Q1	$2.06M	Hold	20,000	–	–	0.01%	98
2024 Q4	$1.78M	Sell	20,000 -2,500	-11%	-$219K	0.01%	103
2024 Q3	$2.1M	Sell	22,500 -2,500	-10%	-$218K	0.01%	103
2024 Q2	$2.39M	Sell	25,000 -2,500	-9%	-$238K	0.01%	100
2024 Q1	$2.85M	Sell	27,500 -2,500	-8%	-$256K	0.01%	95
2023 Q4	$2.79M	Hold	30,000	–	–	0.01%	94
2023 Q3	$3M	Sell	30,000 -2,500	-8%	-$256K	0.01%	92
2023 Q2	$3.14M	Hold	32,500	–	–	0.01%	92
2023 Q1	$2.87M	Sell	32,500 -4,000	-11%	-$345K	0.01%	93
2022 Q4	$2.65M	Hold	36,500	–	–	0.01%	101
2022 Q3	$2.76M	Sell	36,500 -8,500	-19%	-$748K	0.01%	102
2022 Q2	$4.2M	Sell	45,000 -1,000	-2%	-$95.2K	0.01%	98
2022 Q1	$4.13M	Buy	46,000 +3,500	+8%	+$333K	0.01%	97
2021 Q4	$4.33M	Buy	+42,500	New	+$4.32M	0.01%	97
2019 Q3	–	Sell	-15,000	Closed	-$767K	–	104
2019 Q2	$767K	Buy	15,000 +1,250	+9%	+$66.4K	0.01%	91
2019 Q1	$664K	Buy	13,750 +2,500	+22%	+$119K	0.01%	92
2018 Q4	$530K	Sell	11,250 -2,750	-20%	-$124K	0.01%	102
2018 Q3	$639K	Sell	14,000 -7,250	-34%	-$333K	0.01%	103
2018 Q2	$1.07M	Sell	21,250 -6,250	-23%	-$319K	0.01%	89
2018 Q1	$1.54M	Buy	27,500 +11,250	+69%	+$706K	0.02%	85
2017 Q4	$1.12M	Buy	16,250 +8,750	+117%	+$547K	0.01%	88
2017 Q3	$396K	Buy	+7,500	New	+$431K	﹤0.01%	95
2015 Q3	–	Sell	-194,500	Closed	-$5.63M	–	101
2015 Q2	$5.63M	Sell	194,500 -198,500	-51%	-$5.3M	0.11%	63
2015 Q1	$8.28M	Sell	393,000 -82,000	-17%	-$1.73M	0.19%	56
2014 Q4	$9.42M	Hold	475,000	–	–	0.22%	54
2014 Q3	$8.14M	Sell	475,000 -502,750	-51%	-$8.53M	0.18%	58
2014 Q2	$15.3M	Buy	+977,750	New	+$14M	0.37%	48

Other funds holding NTES

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

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

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Flossbach Von Storch's NTES Position: Q2 2026 in Review

Flossbach Von Storch reduced its NetEase (NTES) stake by 43% in Q2 2026, selling an estimated $767K and leaving 8,500 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #93.

Flossbach Von Storch first reported a position in NTES in Q2 2014 and has held it in 32 quarters since. The position peaked at $15.3M in Q2 2014. 458 funds tracked by Wall St. Rank hold NTES as of Q2 2026.

Flossbach Von Storch held 8,500 shares of NetEase worth $1.09M as of Q2 2026.
Flossbach Von Storch sold 6,500 NetEase shares in Q2 2026, an estimated $767K.
NetEase made up ﹤0.01% of Flossbach Von Storch's portfolio in Q2 2026, its #93 holding.
Flossbach Von Storch first reported a position in NetEase in Q2 2014 and has held it in 32 quarters since.
Flossbach Von Storch's NetEase position peaked at $15.3M in Q2 2014.
458 funds tracked by Wall St. Rank held NetEase as of Q2 2026.

Based on Flossbach Von Storch's 13F filing for Q2 2026, filed 10 Aug 2026.