Integrated Wealth Concepts’s Cloudflare NET Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.55M Buy
10,402
+5,256
+102% +$1.15M 0.01% 839
2026
Q1
$1.06M Buy
5,146
+760
+17% +$145K 0.01% 1078
2025
Q4
$865K Sell
4,386
-6,044
-58% -$1.28M 0.01% 839
2025
Q3
$2.24M Buy
10,430
+309
+3% +$63.1K 0.02% 634
2025
Q2
$1.98M Buy
10,121
+1,176
+13% +$171K 0.02% 618
2025
Q1
$1.01M Sell
8,945
-123
-1% -$16.3K 0.01% 826
2024
Q4
$976K Buy
9,068
+3,388
+60% +$331K 0.01% 822
2024
Q3
$459K Buy
5,680
+112
+2% +$9K 0.01% 1121
2024
Q2
$461K Sell
5,568
-2,375
-30% -$192K 0.01% 1081
2024
Q1
$769K Buy
7,943
+1,575
+25% +$143K 0.01% 865
2023
Q4
$530K Sell
6,368
-161
-2% -$11.3K 0.01% 974
2023
Q3
$412K Sell
6,529
-466
-7% -$29.8K 0.01% 1067
2023
Q2
$457K Buy
6,995
+486
+7% +$29K 0.01% 1024
2023
Q1
$401K Buy
+6,509
New +$356K 0.01% 931
2022
Q2
Sell
-3,478
Closed -$416K 1044
2022
Q1
$416K Buy
3,478
+84
+2% +$8.76K 0.01% 627
2021
Q4
$446K Sell
3,394
-72
-2% -$12.1K 0.01% 636
2021
Q3
$390K Buy
+3,466
New +$414K 0.01% 643

Other funds holding NET

Integrated Wealth Concepts's NET Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Cloudflare (NET) stake by 102% in Q2 2026, buying an estimated $1.15M and bringing the position to 10,402 shares worth $2.55M. The position accounts for 0.01% of the portfolio, ranked #839.

Integrated Wealth Concepts first reported a position in NET in Q3 2021 and has held it in 17 quarters since. 1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Integrated Wealth Concepts held 10,402 shares of Cloudflare worth $2.55M as of Q2 2026.
  • Integrated Wealth Concepts bought 5,256 Cloudflare shares in Q2 2026, an estimated $1.15M.
  • Cloudflare made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #839 holding.
  • Integrated Wealth Concepts first reported a position in Cloudflare in Q3 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 Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.