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Marshall & Sterling Wealth Advisors’s Cloudflare NET Stock Holding History

Marshall & Sterling Wealth 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
2025
Q4 		– Sell
-46
Closed -$9.87K – 528
2025
Q3 		$9.87K Sell
46
-15
-25% -$3.06K 0.01% 342
2025
Q2 		$11.9K Hold
61
– – 0.01% 302
2025
Q1 		$6.87K Buy
+61
New +$8.09K ﹤0.01% 398

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's NET Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Cloudflare (NET) in Q4 2025, closing a stake of 46 shares — an estimated $9.87K sold.

Marshall & Sterling Wealth Advisors first reported a position in NET in Q1 2025 and held it in 3 quarters. The position peaked at $11.9K in Q2 2025. 1,093 funds tracked by Wall St. Rank hold NET as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Cloudflare position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 46 Cloudflare shares in Q4 2025, an estimated $9.87K.
  • Marshall & Sterling Wealth Advisors first reported a position in Cloudflare in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Cloudflare position peaked at $11.9K in Q2 2025.
  • 1,093 funds tracked by Wall St. Rank held Cloudflare as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.