SWM
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SHP Wealth Management’s Cloudflare NET Stock Holding History

SHP 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
Q1 		$28.7K Buy
139
+27
+24% +$5.15K ﹤0.01% 626
2025
Q4 		$22.1K Buy
+112
New +$23.7K ﹤0.01% 668

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $1.61T AUM 30.72% 1-Year Est. Return

SHP Wealth Management's NET Position: Q1 2026 in Review

SHP Wealth Management increased its Cloudflare (NET) stake by 24% in Q1 2026, buying an estimated $5.15K and bringing the position to 139 shares worth $28.7K. The position accounts for ﹤0.01% of the portfolio, ranked #626.

SHP Wealth Management first reported a position in NET in Q4 2025 and has held it in 2 quarters since. 1,135 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • SHP Wealth Management held 139 shares of Cloudflare worth $28.7K as of Q1 2026.
  • SHP Wealth Management bought 27 Cloudflare shares in Q1 2026, an estimated $5.15K.
  • Cloudflare made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #626 holding.
  • SHP Wealth Management first reported a position in Cloudflare in Q4 2025 and has held it in 2 quarters since.
  • 1,135 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.