LWM
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Lodestone Wealth Management’s Cloudflare NET Stock Holding History

Lodestone 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 		$395K Sell
1,610
-423
-21% -$92.5K 0.14% 133
2026
Q1 		$419K Buy
2,033
+38
+2% +$7.25K 0.17% 118
2025
Q4 		$393K Sell
1,995
-65
-3% -$13.7K 0.16% 119
2025
Q3 		$442K Buy
2,060
+45
+2% +$9.19K 0.2% 106
2025
Q2 		$395K Buy
2,015
+192
+11% +$27.9K 0.19% 110
2025
Q1 		$205K Buy
+1,823
New +$242K 0.11% 151

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

Lodestone Wealth Management's NET Position: Q2 2026 in Review

Lodestone Wealth Management reduced its Cloudflare (NET) stake by 21% in Q2 2026, selling an estimated $92.5K and leaving 1,610 shares worth $395K. The position accounts for 0.14% of the portfolio, ranked #133.

Lodestone Wealth Management first reported a position in NET in Q1 2025 and has held it in 6 quarters since. The position peaked at $442K in Q3 2025. 1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Lodestone Wealth Management held 1,610 shares of Cloudflare worth $395K as of Q2 2026.
  • Lodestone Wealth Management sold 423 Cloudflare shares in Q2 2026, an estimated $92.5K.
  • Cloudflare made up 0.14% of Lodestone Wealth Management's portfolio in Q2 2026, its #133 holding.
  • Lodestone Wealth Management first reported a position in Cloudflare in Q1 2025 and has held it in 6 quarters since.
  • Lodestone Wealth Management's Cloudflare position peaked at $442K in Q3 2025.
  • 1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.