MWM
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Meridian Wealth Management’s Cloudflare NET Stock Holding History

Meridian 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
Q1 		$3.57M Sell
17,282
-2,279
-12% -$435K 0.13% 153
2025
Q4 		$3.86M Buy
19,561
+12,775
+188% +$2.7M 0.14% 142
2025
Q3 		$1.46M Sell
6,786
-45
-0.7% -$9.19K 0.06% 264
2025
Q2 		$1.34M Buy
6,831
+323
+5% +$46.9K 0.06% 261
2025
Q1 		$733K Sell
6,508
-509
-7% -$67.5K 0.04% 344
2024
Q4 		$756K Sell
7,017
-181
-3% -$17.7K 0.04% 338
2024
Q3 		$582K Sell
7,198
-101
-1% -$8.12K 0.03% 383
2024
Q2 		$605K Buy
+7,299
New +$589K 0.07% 159
2024
Q1 		– Sell
-9,398
Closed -$782K – 390
2023
Q4 		$782K Sell
9,398
-367
-4% -$25.7K 0.05% 297
2023
Q3 		$616K Buy
9,765
+12
+0.1% +$768 0.04% 324
2023
Q2 		$638K Sell
9,753
-19,904
-67% -$1.19M 0.05% 278
2023
Q1 		$1.83M Buy
29,657
+1,988
+7% +$109K 0.16% 135
2022
Q4 		$1.25M Sell
27,669
-31
-0.1% -$1.53K 0.12% 163
2022
Q3 		$1.53M Buy
27,700
+500
+2% +$29.7K 0.16% 131
2022
Q2 		$1.19M Buy
27,200
+1,353
+5% +$97.4K 0.1% 220
2022
Q1 		$3.09M Sell
25,847
-12,739
-33% -$1.33M 0.34% 66
2021
Q4 		$5.07M Buy
38,586
+21,982
+132% +$3.68M 0.54% 33
2021
Q3 		$1.87M Buy
16,604
+13,275
+399% +$1.59M 0.23% 89
2021
Q2 		$352K Sell
3,329
-97
-3% -$8.03K 0.04% 281
2021
Q1 		$241K Sell
3,426
-738
-18% -$56.9K 0.04% 314
2020
Q4 		$316K Buy
+4,164
New +$273K 0.05% 251

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Meridian Wealth Management's NET Position: Q1 2026 in Review

Meridian Wealth Management reduced its Cloudflare (NET) stake by 12% in Q1 2026, selling an estimated $435K and leaving 17,282 shares worth $3.57M. The position accounts for 0.13% of the portfolio, ranked #153.

Meridian Wealth Management first reported a position in NET in Q4 2020 and has held it in 21 quarters since. The position peaked at $5.07M in Q4 2021. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Meridian Wealth Management held 17,282 shares of Cloudflare worth $3.57M as of Q1 2026.
  • Meridian Wealth Management sold 2,279 Cloudflare shares in Q1 2026, an estimated $435K.
  • Cloudflare made up 0.13% of Meridian Wealth Management's portfolio in Q1 2026, its #153 holding.
  • Meridian Wealth Management first reported a position in Cloudflare in Q4 2020 and has held it in 21 quarters since.
  • Meridian Wealth Management's Cloudflare position peaked at $5.07M in Q4 2021.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.