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LVW Advisors’s Cloudflare NET Stock Holding History

LVW Advisors’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 		$577K Sell
2,353
-129
-5% -$28.2K 0.05% 213
2026
Q1 		$512K Buy
2,482
+133
+6% +$25.4K 0.05% 209
2025
Q4 		$463K Sell
2,349
-458
-16% -$96.9K 0.05% 200
2025
Q3 		$602K Buy
2,807
+832
+42% +$170K 0.06% 165
2025
Q2 		$387K Buy
+1,975
New +$287K 0.04% 228
2025
Q1 		– Sell
-6,668
Closed -$718K – 311
2024
Q4 		$718K Buy
6,668
+839
+14% +$82K 0.09% 143
2024
Q3 		$472K Buy
+5,829
New +$469K 0.06% 193

Other funds holding NET

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

LVW Advisors's NET Position: Q2 2026 in Review

LVW Advisors reduced its Cloudflare (NET) stake by 5.2% in Q2 2026, selling an estimated $28.2K and leaving 2,353 shares worth $577K. The position accounts for 0.05% of the portfolio, ranked #213.

LVW Advisors first reported a position in NET in Q3 2024 and has held it in 7 quarters since. The position peaked at $718K in Q4 2024. 440 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • LVW Advisors held 2,353 shares of Cloudflare worth $577K as of Q2 2026.
  • LVW Advisors sold 129 Cloudflare shares in Q2 2026, an estimated $28.2K.
  • Cloudflare made up 0.05% of LVW Advisors's portfolio in Q2 2026, its #213 holding.
  • LVW Advisors first reported a position in Cloudflare in Q3 2024 and has held it in 7 quarters since.
  • LVW Advisors's Cloudflare position peaked at $718K in Q4 2024.
  • 440 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.