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MBM Wealth Consultants’s Cloudflare NET Stock Holding History

MBM Wealth Consultants’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 		$2.76M Buy
11,233
+1,174
+12% +$257K 0.53% 27
2026
Q1 		$2.08M Buy
10,059
+564
+6% +$108K 0.48% 28
2025
Q4 		$1.87M Buy
9,495
+40
+0.4% +$8.46K 0.45% 31
2025
Q3 		$2.03M Sell
9,455
-4,025
-30% -$822K 0.5% 30
2025
Q2 		$2.64M Sell
13,480
-2,489
-16% -$361K 0.71% 23
2025
Q1 		$1.8M Sell
15,969
-629
-4% -$83.4K 0.53% 26
2024
Q4 		$1.87M Buy
16,598
+65
+0.4% +$6.35K 0.56% 26
2024
Q3 		$1.34M Buy
16,533
+1,202
+8% +$96.6K 0.42% 41
2024
Q2 		$1.27M Buy
15,331
+3,812
+33% +$308K 0.43% 37
2024
Q1 		$1.12M Sell
11,519
-997
-8% -$90.3K 0.39% 43
2023
Q4 		$1.06M Sell
12,516
-997
-7% -$69.7K 0.39% 38
2023
Q3 		$826K Sell
13,513
-745
-5% -$47.7K 0.36% 43
2023
Q2 		$916K Buy
14,258
+2,055
+17% +$123K 0.39% 37
2023
Q1 		$525K Hold
12,203
– – 0.21% 54
2022
Q4 		$525K Buy
12,203
+3,573
+41% +$177K 0.24% 52
2022
Q3 		$481K Buy
8,630
+3,408
+65% +$202K 0.23% 48
2022
Q2 		$228K Buy
5,222
+988
+23% +$71.2K 0.11% 79
2022
Q1 		$507K Buy
+4,234
New +$441K 0.21% 63

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

MBM Wealth Consultants's NET Position: Q2 2026 in Review

MBM Wealth Consultants increased its Cloudflare (NET) stake by 12% in Q2 2026, buying an estimated $257K and bringing the position to 11,233 shares worth $2.76M. The position accounts for 0.53% of the portfolio, ranked #27.

MBM Wealth Consultants first reported a position in NET in Q1 2022 and has held it in 18 quarters since. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • MBM Wealth Consultants held 11,233 shares of Cloudflare worth $2.76M as of Q2 2026.
  • MBM Wealth Consultants bought 1,174 Cloudflare shares in Q2 2026, an estimated $257K.
  • Cloudflare made up 0.53% of MBM Wealth Consultants's portfolio in Q2 2026, its #27 holding.
  • MBM Wealth Consultants first reported a position in Cloudflare in Q1 2022 and has held it in 18 quarters since.
  • 1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

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