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Institute for Wealth Management’s NetEase NTES Stock Holding History

Institute for Wealth Management’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 		$3.24M Sell
25,290
-80
-0.3% -$9.44K 0.29% 70
2026
Q1 		$2.84M Hold
25,370
– – 0.3% 72
2025
Q4 		$3.49M Buy
+25,370
New +$3.6M 0.37% 55

Other funds holding NTES

UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Ninety One (UK)
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Institute for Wealth Management reduced its NetEase (NTES) stake by 0.32% in Q2 2026, selling an estimated $9.44K and leaving 25,290 shares worth $3.24M. The position accounts for 0.29% of the portfolio, ranked #70.

Institute for Wealth Management first reported a position in NTES in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.49M in Q4 2025. 460 funds tracked by Wall St. Rank hold NTES as of Q2 2026.

  • Institute for Wealth Management held 25,290 shares of NetEase worth $3.24M as of Q2 2026.
  • Institute for Wealth Management sold 80 NetEase shares in Q2 2026, an estimated $9.44K.
  • NetEase made up 0.29% of Institute for Wealth Management's portfolio in Q2 2026, its #70 holding.
  • Institute for Wealth Management first reported a position in NetEase in Q4 2025 and has held it in 3 quarters since.
  • Institute for Wealth Management's NetEase position peaked at $3.49M in Q4 2025.
  • 460 funds tracked by Wall St. Rank held NetEase as of Q2 2026.

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