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Strategic Global Advisors’s NetEase NTES Stock Holding History

Strategic Global Advisors’s Portfolio NTES Stock Details NTES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.24M Buy
55,741
+4,365
+8% +$542K 1% 32
2025
Q4 		$7.07M Sell
51,376
-1,800
-3% -$256K 1.09% 28
2025
Q3 		$8.08M Sell
53,176
-3,047
-5% -$419K 1.22% 26
2025
Q2 		$7.57M Buy
56,223
+1,109
+2% +$128K 1.23% 20
2025
Q1 		$5.67M Sell
55,114
-708
-1% -$71.2K 1.12% 29
2024
Q4 		$4.98M Buy
55,822
+11,665
+26% +$1.02M 0.91% 30
2024
Q3 		$4.13M Buy
44,157
+1,988
+5% +$173K 0.81% 40
2024
Q2 		$4.11M Sell
42,169
-1,944
-4% -$185K 0.86% 37
2024
Q1 		$4.56M Sell
44,113
-2,129
-5% -$218K 0.99% 35
2023
Q4 		$4.31M Sell
46,242
-13,641
-23% -$1.45M 0.99% 34
2023
Q3 		$6M Sell
59,883
-1,828
-3% -$187K 1% 34
2023
Q2 		$5.97M Sell
61,711
-9,397
-13% -$849K 0.92% 37
2023
Q1 		$6.29M Sell
71,108
-3,414
-5% -$294K 1.01% 39
2022
Q4 		$5.41M Buy
74,522
+41,545
+126% +$2.83M 0.87% 47
2022
Q3 		$2.49M Buy
+32,977
New +$2.9M 0.42% 83
2021
Q3 		– Sell
-5,737
Closed -$661K – 149
2021
Q2 		$661K Sell
5,737
-64,833
-92% -$7.14M 0.12% 134
2021
Q1 		$7.29M Sell
70,570
-69,918
-50% -$7.91M 1.31% 17
2020
Q4 		$13.5M Sell
140,488
-1,411,547
-91% -$127M 2.38% 5
2020
Q3 		$28.3M Buy
1,552,035
+1,013,990
+188% +$95.3M 5.32% 2
2020
Q2 		$46.2M Sell
538,045
-29,945
-5% -$2.25M 9.88% 1
2020
Q1 		$36.5M Buy
567,990
+327,730
+136% +$21.6M 9.37% 2
2019
Q4 		$14.7M Buy
240,260
+124,590
+108% +$7.3M 3.06% 2
2019
Q3 		$6.16M Buy
+115,670
New +$5.89M 1.39% 13
2019
Q1 		– Sell
-35,535
Closed -$1.67M – 178
2018
Q4 		$1.67M Hold
35,535
– – 0.6% 32
2018
Q3 		$1.62M Sell
35,535
-192,135
-84% -$8.84M 0.49% 50
2018
Q2 		$12.8M Hold
227,670
– – 3.25% 7
2018
Q1 		$12.8M Sell
227,670
-195,960
-46% -$12.3M 4.37% 4
2017
Q4 		$29.2M Sell
423,630
-12,500
-3% -$781K 9.49% 1
2017
Q3 		$23M Sell
436,130
-5,065
-1% -$291K 8.81% 1
2017
Q2 		$26.5M Buy
441,195
+2,370
+0.5% +$136K 9.77% 1
2017
Q1 		$24.9M Sell
438,825
-5,175
-1% -$279K 8.99% 1
2016
Q4 		$19.1M Sell
444,000
-35,520
-7% -$1.7M 7.09% 1
2016
Q3 		$19M Sell
479,520
-3,970
-0.8% -$169K 7.1% 2
2016
Q2 		$18.7M Buy
483,490
+32,175
+7% +$1M 7.06% 2
2016
Q1 		$13M Buy
451,315
+16,375
+4% +$491K 5.51% 1
2015
Q4 		$15.8M Sell
434,940
-495,770
-53% -$15.4M 6.71% 2
2015
Q3 		$22.4M Sell
930,710
-239,490
-20% -$6.17M 10.7% 1
2015
Q2 		$33.9M Sell
1,170,200
-152,410
-12% -$4.07M 19.78% 1
2015
Q1 		$27.9M Buy
1,322,610
+437,815
+49% +$9.26M 20.6% 1
2014
Q4 		$17.5M Buy
+884,795
New +$16.9M 15.62% 1

Other funds holding NTES

UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Strategic Global Advisors's NTES Position: Q1 2026 in Review

Strategic Global Advisors increased its NetEase (NTES) stake by 8.5% in Q1 2026, buying an estimated $542K and bringing the position to 55,741 shares worth $6.24M. The position accounts for 1% of the portfolio, ranked #32.

Strategic Global Advisors first reported a position in NTES in Q4 2014 and has held it in 40 quarters since. The position peaked at $46.2M in Q2 2020. 428 funds tracked by Wall St. Rank hold NTES as of Q1 2026.

  • Strategic Global Advisors held 55,741 shares of NetEase worth $6.24M as of Q1 2026.
  • Strategic Global Advisors bought 4,365 NetEase shares in Q1 2026, an estimated $542K.
  • NetEase made up 1% of Strategic Global Advisors's portfolio in Q1 2026, its #32 holding.
  • Strategic Global Advisors first reported a position in NetEase in Q4 2014 and has held it in 40 quarters since.
  • Strategic Global Advisors's NetEase position peaked at $46.2M in Q2 2020.
  • 428 funds tracked by Wall St. Rank held NetEase as of Q1 2026.

Based on Strategic Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.