Guerra Pan Advisors’s NetEase NTES Stock Holding History

Guerra Pan Advisors’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	$1.02M	Sell	7,996 -1,559	-16%	-$184K	0.57%	39
2026 Q1	$1.07M	Hold	9,555	–	–	0.66%	35
2025 Q4	$1.31M	Hold	9,555	–	–	0.78%	32
2025 Q3	$1.45M	Hold	9,555	–	–	0.88%	31
2025 Q2	$1.29M	Hold	9,555	–	–	0.85%	33
2025 Q1	$983K	Hold	9,555	–	–	0.77%	37
2024 Q4	$852K	Hold	9,555	–	–	0.62%	41
2024 Q3	$893K	Sell	9,555 -301	-3%	-$26.3K	0.71%	38
2024 Q2	$942K	Hold	9,856	–	–	0.79%	35
2024 Q1	$1.02M	Sell	9,856 -1,120	-10%	-$114K	0.94%	33
2023 Q4	$1.02M	Hold	10,976	–	–	0.98%	33
2023 Q3	$1.1M	Hold	10,976	–	–	1.27%	26
2023 Q2	$1.06M	Buy	10,976 +214	+2%	+$19.3K	1.18%	25
2023 Q1	$952K	Sell	10,762 -203	-2%	-$17.5K	1.19%	27
2022 Q4	$796K	Sell	10,965 -205	-2%	-$13.9K	1.09%	30
2022 Q3	$871K	Sell	11,170 -130	-1%	-$11.4K	1.27%	24
2022 Q2	$1.05M	Hold	11,300	–	–	1.3%	22
2022 Q1	$1.01M	Sell	11,300 -200	-2%	-$19K	1.21%	27
2021 Q4	$1.17M	Buy	+11,500	New	+$1.17M	1.16%	25

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

Guerra Pan Advisors's NTES Position: Q2 2026 in Review

Guerra Pan Advisors reduced its NetEase (NTES) stake by 16% in Q2 2026, selling an estimated $184K and leaving 7,996 shares worth $1.02M. The position accounts for 0.57% of the portfolio, ranked #39.

Guerra Pan Advisors first reported a position in NTES in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.45M in Q3 2025. 459 funds tracked by Wall St. Rank hold NTES as of Q2 2026.

Guerra Pan Advisors held 7,996 shares of NetEase worth $1.02M as of Q2 2026.
Guerra Pan Advisors sold 1,559 NetEase shares in Q2 2026, an estimated $184K.
NetEase made up 0.57% of Guerra Pan Advisors's portfolio in Q2 2026, its #39 holding.
Guerra Pan Advisors first reported a position in NetEase in Q4 2021 and has held it in 19 quarters since.
Guerra Pan Advisors's NetEase position peaked at $1.45M in Q3 2025.
459 funds tracked by Wall St. Rank held NetEase as of Q2 2026.

Based on Guerra Pan Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.