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Palumbo Wealth Management’s Cloudflare NET Stock Holding History

Palumbo 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
Q2 		$1.15M Buy
4,675
+66
+1% +$14.4K 0.24% 70
2026
Q1 		$951K Buy
4,609
+721
+19% +$137K 0.23% 74
2025
Q4 		$767K Buy
3,888
+326
+9% +$69K 0.19% 89
2025
Q3 		$764K Buy
3,562
+369
+12% +$75.3K 0.24% 70
2025
Q2 		$625K Sell
3,193
-72
-2% -$10.5K 0.19% 84
2025
Q1 		$368K Sell
3,265
-382
-10% -$50.6K 0.12% 115
2024
Q4 		$393K Buy
3,647
+988
+37% +$96.5K 0.15% 101
2024
Q3 		$215K Buy
2,659
+224
+9% +$18K 0.08% 138
2024
Q2 		$202K Buy
+2,435
New +$196K 0.09% 129

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

Palumbo Wealth Management's NET Position: Q2 2026 in Review

Palumbo Wealth Management increased its Cloudflare (NET) stake by 1.4% in Q2 2026, buying an estimated $14.4K and bringing the position to 4,675 shares worth $1.15M. The position accounts for 0.24% of the portfolio, ranked #70.

Palumbo Wealth Management first reported a position in NET in Q2 2024 and has held it in 9 quarters since. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Palumbo Wealth Management held 4,675 shares of Cloudflare worth $1.15M as of Q2 2026.
  • Palumbo Wealth Management bought 66 Cloudflare shares in Q2 2026, an estimated $14.4K.
  • Cloudflare made up 0.24% of Palumbo Wealth Management's portfolio in Q2 2026, its #70 holding.
  • Palumbo Wealth Management first reported a position in Cloudflare in Q2 2024 and has held it in 9 quarters since.
  • 1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.