SW
NET icon

SlateStone Wealth’s Cloudflare NET Stock Holding History

SlateStone Wealth’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 		$1.47M Sell
5,978
-4,046
-40% -$885K 0.11% 137
2026
Q1 		$2.07M Sell
10,024
-837
-8% -$160K 0.17% 109
2025
Q4 		$2.14M Buy
10,861
+2,670
+33% +$565K 0.18% 107
2025
Q3 		$1.76M Buy
8,191
+1,520
+23% +$310K 0.15% 119
2025
Q2 		$1.31M Buy
6,671
+3,490
+110% +$507K 0.12% 134
2025
Q1 		$358K Buy
3,181
+119
+4% +$15.8K 0.04% 229
2024
Q4 		$330K Buy
3,062
+121
+4% +$11.8K 0.03% 237
2024
Q3 		$238K Sell
2,941
-2,013
-41% -$162K 0.02% 258
2024
Q2 		$410K Buy
4,954
+757
+18% +$61.1K 0.04% 219
2024
Q1 		$406K Buy
4,197
+210
+5% +$19K 0.04% 214
2023
Q4 		$332K Sell
3,987
-12,290
-76% -$860K 0.04% 193
2023
Q3 		$1.03M Buy
16,277
+449
+3% +$28.7K 0.15% 114
2023
Q2 		$1.03M Sell
15,828
-227
-1% -$13.5K 0.19% 92
2023
Q1 		$990K Buy
+16,055
New +$878K 0.21% 92
2022
Q2 		– Sell
-2,000
Closed -$239K – 196
2022
Q1 		$239K Sell
2,000
-2,300
-53% -$240K 0.05% 164
2021
Q4 		$565K Hold
4,300
– – 0.12% 112
2021
Q3 		$484K Hold
4,300
– – 0.11% 119
2021
Q2 		$455K Hold
4,300
– – 0.1% 123
2021
Q1 		$302K Buy
4,300
+300
+8% +$23.1K 0.07% 138
2020
Q4 		$304K Buy
+4,000
New +$262K 0.08% 141

Other funds holding NET

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

SlateStone Wealth's NET Position: Q2 2026 in Review

SlateStone Wealth reduced its Cloudflare (NET) stake by 40% in Q2 2026, selling an estimated $885K and leaving 5,978 shares worth $1.47M. The position accounts for 0.11% of the portfolio, ranked #137.

SlateStone Wealth first reported a position in NET in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.14M in Q4 2025. 388 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • SlateStone Wealth held 5,978 shares of Cloudflare worth $1.47M as of Q2 2026.
  • SlateStone Wealth sold 4,046 Cloudflare shares in Q2 2026, an estimated $885K.
  • Cloudflare made up 0.11% of SlateStone Wealth's portfolio in Q2 2026, its #137 holding.
  • SlateStone Wealth first reported a position in Cloudflare in Q4 2020 and has held it in 20 quarters since.
  • SlateStone Wealth's Cloudflare position peaked at $2.14M in Q4 2025.
  • 388 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.