Sanctuary Advisors’s Cloudflare NET Stock Holding History

Sanctuary Advisors’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	$6.4M	Sell	26,097 -6,115	-19%	-$1.34M	0.03%	529
2026 Q1	$6.65M	Sell	32,212 -3,352	-9%	-$639K	0.04%	479
2025 Q4	$7.01M	Buy	35,564 +4,251	+14%	+$899K	0.04%	458
2025 Q3	$6.72M	Buy	31,313 +13,627	+77%	+$2.78M	0.04%	440
2025 Q2	$3.46M	Buy	17,686 +5,861	+50%	+$851K	0.02%	626
2025 Q1	$1.33M	Sell	11,825 -285	-2%	-$37.8K	0.01%	993
2024 Q4	$1.66M	Sell	12,110 -2,023	-14%	-$198K	0.01%	964
2024 Q3	$1.47M	Buy	14,133 +3,835	+37%	+$308K	0.01%	1054
2024 Q2	$906K	Buy	+10,298	New	+$831K	0.01%	1253

Other funds holding NET

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sanctuary Advisors's NET Position: Q2 2026 in Review

Sanctuary Advisors reduced its Cloudflare (NET) stake by 19% in Q2 2026, selling an estimated $1.34M and leaving 26,097 shares worth $6.4M. The position accounts for 0.03% of the portfolio, ranked #529.

Sanctuary Advisors first reported a position in NET in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.01M in Q4 2025. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

Sanctuary Advisors held 26,097 shares of Cloudflare worth $6.4M as of Q2 2026.
Sanctuary Advisors sold 6,115 Cloudflare shares in Q2 2026, an estimated $1.34M.
Cloudflare made up 0.03% of Sanctuary Advisors's portfolio in Q2 2026, its #529 holding.
Sanctuary Advisors first reported a position in Cloudflare in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's Cloudflare position peaked at $7.01M in Q4 2025.
1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.