PWG
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Portside Wealth Group’s Cloudflare NET Stock Holding History

Portside Wealth 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 		$637K Sell
2,598
-66
-2% -$14.4K 0.07% 259
2026
Q1 		$550K Sell
2,664
-57
-2% -$10.9K 0.07% 239
2025
Q4 		$536K Sell
2,721
-391
-13% -$82.7K 0.07% 241
2025
Q3 		$668K Buy
3,112
+933
+43% +$190K 0.09% 216
2025
Q2 		$427K Buy
+2,179
New +$316K 0.06% 274

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

Portside Wealth Group's NET Position: Q2 2026 in Review

Portside Wealth Group reduced its Cloudflare (NET) stake by 2.5% in Q2 2026, selling an estimated $14.4K and leaving 2,598 shares worth $637K. The position accounts for 0.07% of the portfolio, ranked #259.

Portside Wealth Group first reported a position in NET in Q2 2025 and has held it in 5 quarters since. The position peaked at $668K in Q3 2025. 1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Portside Wealth Group held 2,598 shares of Cloudflare worth $637K as of Q2 2026.
  • Portside Wealth Group sold 66 Cloudflare shares in Q2 2026, an estimated $14.4K.
  • Cloudflare made up 0.07% of Portside Wealth Group's portfolio in Q2 2026, its #259 holding.
  • Portside Wealth Group first reported a position in Cloudflare in Q2 2025 and has held it in 5 quarters since.
  • Portside Wealth Group's Cloudflare position peaked at $668K in Q3 2025.
  • 1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.