RWM
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Ritholtz Wealth Management’s Cloudflare NET Stock Holding History

Ritholtz 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 		$441K Sell
1,799
-30
-2% -$6.56K 0.01% 903
2026
Q1 		$377K Sell
1,829
-20
-1% -$3.81K 0.01% 891
2025
Q4 		$364K Sell
1,849
-46
-2% -$9.73K 0.01% 819
2025
Q3 		$407K Buy
1,895
+710
+60% +$145K 0.01% 740
2025
Q2 		$232K Buy
+1,185
New +$172K 0.01% 877

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

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

Ritholtz Wealth Management reduced its Cloudflare (NET) stake by 1.6% in Q2 2026, selling an estimated $6.56K and leaving 1,799 shares worth $441K. The position accounts for 0.01% of the portfolio, ranked #903.

Ritholtz Wealth Management first reported a position in NET in Q2 2025 and has held it in 5 quarters since. 1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Ritholtz Wealth Management held 1,799 shares of Cloudflare worth $441K as of Q2 2026.
  • Ritholtz Wealth Management sold 30 Cloudflare shares in Q2 2026, an estimated $6.56K.
  • Cloudflare made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #903 holding.
  • Ritholtz Wealth Management first reported a position in Cloudflare in Q2 2025 and has held it in 5 quarters since.
  • 1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.