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
Q2 		$29.3K Sell
119
-20
-14% -$4.38K ﹤0.01% 679
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 $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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

SHP Wealth Management reduced its Cloudflare (NET) stake by 14% in Q2 2026, selling an estimated $4.38K and leaving 119 shares worth $29.3K. The position accounts for ﹤0.01% of the portfolio, ranked #679.

SHP Wealth Management first reported a position in NET in Q4 2025 and has held it in 3 quarters since. 1,227 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • SHP Wealth Management held 119 shares of Cloudflare worth $29.3K as of Q2 2026.
  • SHP Wealth Management sold 20 Cloudflare shares in Q2 2026, an estimated $4.38K.
  • Cloudflare made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #679 holding.
  • SHP Wealth Management first reported a position in Cloudflare in Q4 2025 and has held it in 3 quarters since.
  • 1,227 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.