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Institute for Wealth Management’s Cloudflare NET Stock Holding History

Institute for 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 		$3.05M Buy
12,422
+299
+2% +$65.4K 0.27% 75
2026
Q1 		$2.5M Buy
12,123
+2,806
+30% +$535K 0.27% 85
2025
Q4 		$1.84M Buy
9,317
+2,272
+32% +$481K 0.19% 114
2025
Q3 		$1.51M Sell
7,045
-53
-0.7% -$10.8K 0.16% 136
2025
Q2 		$1.39M Sell
7,098
-583
-8% -$84.6K 0.16% 137
2025
Q1 		$866K Sell
7,681
-627
-8% -$83.1K 0.11% 205
2024
Q4 		$895K Buy
8,308
+4
+0% +$391 0.11% 195
2024
Q3 		$672K Sell
8,304
-118
-1% -$9.49K 0.08% 237
2024
Q2 		$698K Buy
8,422
+3,498
+71% +$282K 0.09% 223
2024
Q1 		$477K Buy
4,924
+1,334
+37% +$121K 0.06% 300
2023
Q4 		$299K Sell
3,590
-89
-2% -$6.22K 0.05% 371
2023
Q3 		$232K Sell
3,679
-4
-0.1% -$256 0.04% 404
2023
Q2 		$241K Buy
+3,683
New +$220K 0.04% 411
2022
Q4 		– Sell
-6,319
Closed -$350K – 463
2022
Q3 		$350K Buy
6,319
+804
+15% +$47.8K 0.08% 309
2022
Q2 		$241K Buy
5,515
+1,075
+24% +$77.4K 0.05% 448
2022
Q1 		$531K Buy
4,440
+2,205
+99% +$230K 0.09% 284
2021
Q4 		$294K Buy
+2,235
New +$375K 0.05% 383

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

Institute for Wealth Management's NET Position: Q2 2026 in Review

Institute for Wealth Management increased its Cloudflare (NET) stake by 2.5% in Q2 2026, buying an estimated $65.4K and bringing the position to 12,422 shares worth $3.05M. The position accounts for 0.27% of the portfolio, ranked #75.

Institute for Wealth Management first reported a position in NET in Q4 2021 and has held it in 17 quarters since. 1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Institute for Wealth Management held 12,422 shares of Cloudflare worth $3.05M as of Q2 2026.
  • Institute for Wealth Management bought 299 Cloudflare shares in Q2 2026, an estimated $65.4K.
  • Cloudflare made up 0.27% of Institute for Wealth Management's portfolio in Q2 2026, its #75 holding.
  • Institute for Wealth Management first reported a position in Cloudflare in Q4 2021 and has held it in 17 quarters since.
  • 1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.