MFS
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Miller Financial Services’s Cloudflare NET Stock Holding History

Miller Financial Services’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 		$1.44M Sell
5,854
-380
-6% -$83.1K 1.16% 20
2026
Q1 		$1.29M Buy
6,234
+51
+0.8% +$9.73K 1.41% 17
2025
Q4 		$1.22M Sell
6,183
-96
-2% -$20.3K 1.43% 19
2025
Q3 		$1.35M Sell
6,279
-208
-3% -$42.5K 1.56% 18
2025
Q2 		$1.27M Buy
6,487
+625
+11% +$90.7K 1.62% 18
2025
Q1 		$661K Buy
5,862
+1,729
+42% +$229K 0.95% 34
2024
Q4 		$445K Buy
+4,133
New +$404K 0.38% 83

Other funds holding NET

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Miller Financial Services's NET Position: Q2 2026 in Review

Miller Financial Services reduced its Cloudflare (NET) stake by 6.1% in Q2 2026, selling an estimated $83.1K and leaving 5,854 shares worth $1.44M. The position accounts for 1.16% of the portfolio, ranked #20.

Miller Financial Services first reported a position in NET in Q4 2024 and has held it in 7 quarters since. 369 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Miller Financial Services held 5,854 shares of Cloudflare worth $1.44M as of Q2 2026.
  • Miller Financial Services sold 380 Cloudflare shares in Q2 2026, an estimated $83.1K.
  • Cloudflare made up 1.16% of Miller Financial Services's portfolio in Q2 2026, its #20 holding.
  • Miller Financial Services first reported a position in Cloudflare in Q4 2024 and has held it in 7 quarters since.
  • 369 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Miller Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.