MEG
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Millstone Evans Group’s Cloudflare NET Stock Holding History

Millstone Evans Group’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 		– Sell
-15
Closed -$3.1K – 903
2026
Q1 		$3.1K Hold
15
– – ﹤0.01% 713
2025
Q4 		$2.96K Hold
15
– – ﹤0.01% 713
2025
Q3 		$3.22K Hold
15
– – ﹤0.01% 689
2025
Q2 		$2.94K Buy
+15
New +$2.18K ﹤0.01% 638

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

Millstone Evans Group's NET Position: Q2 2026 in Review

Millstone Evans Group sold out of Cloudflare (NET) in Q2 2026, closing a stake of 15 shares — an estimated $3.1K sold.

Millstone Evans Group first reported a position in NET in Q2 2025 and held it in 4 quarters. The position peaked at $3.22K in Q3 2025. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Millstone Evans Group reported no remaining Cloudflare position as of Q2 2026 after selling out during the quarter.
  • Millstone Evans Group sold 15 Cloudflare shares in Q2 2026, an estimated $3.1K.
  • Millstone Evans Group first reported a position in Cloudflare in Q2 2025 and held it in 4 quarters.
  • Millstone Evans Group's Cloudflare position peaked at $3.22K in Q3 2025.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.