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Todd Asset Management’s NetEase NTES Stock Holding History

Todd Asset Management’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
Q2 		$42.6M Sell
332,458
-1,973
-0.6% -$233K 0.76% 60
2026
Q1 		$37.4M Sell
334,431
-2,054
-0.6% -$255K 0.73% 66
2025
Q4 		$46.3M Sell
336,485
-3,450
-1% -$490K 0.9% 46
2025
Q3 		$51.7M Buy
339,935
+17,454
+5% +$2.4M 1.05% 35
2025
Q2 		$43.4M Buy
322,481
+3,343
+1% +$384K 0.94% 42
2025
Q1 		$32.8M Sell
319,138
-516
-0.2% -$51.9K 0.77% 59
2024
Q4 		$28.5M Buy
319,654
+4,711
+1% +$413K 0.68% 69
2024
Q3 		$29.5M Buy
314,943
+37,747
+14% +$3.29M 0.69% 68
2024
Q2 		$26.5M Sell
277,196
-40,947
-13% -$3.9M 0.55% 88
2024
Q1 		$32.9M Buy
318,143
+27,523
+9% +$2.81M 0.67% 67
2023
Q4 		$27.1M Sell
290,620
-3,935
-1% -$418K 0.6% 75
2023
Q3 		$29.5M Buy
294,555
+53,310
+22% +$5.47M 0.7% 53
2023
Q2 		$23.3M Buy
241,245
+7,514
+3% +$679K 0.54% 83
2023
Q1 		$20.7M Buy
233,731
+3,718
+2% +$320K 0.5% 95
2022
Q4 		$16.7M Buy
230,013
+61,979
+37% +$4.22M 0.41% 120
2022
Q3 		$12.7M Sell
168,034
-2,222
-1% -$196K 0.36% 121
2022
Q2 		$15.9M Buy
170,256
+17,149
+11% +$1.63M 0.41% 116
2022
Q1 		$13.7M Buy
153,107
+6,229
+4% +$593K 0.3% 130
2021
Q4 		$14.9M Sell
146,878
-1,004
-0.7% -$102K 0.32% 126
2021
Q3 		$12.6M Sell
147,882
-171,551
-54% -$16.2M 0.29% 130
2021
Q2 		$36.8M Buy
319,433
+2,646
+0.8% +$291K 0.83% 35
2021
Q1 		$32.7M Sell
316,787
-62,674
-17% -$7.09M 0.77% 50
2020
Q4 		$36.3M Buy
379,461
+106,581
+39% +$9.56M 0.93% 26
2020
Q3 		$24.7M Sell
272,880
-90,115
-25% -$8.47M 0.74% 49
2020
Q2 		$31.2M Sell
362,995
-40,175
-10% -$3.02M 0.99% 21
2020
Q1 		$25.9M Buy
403,170
+45,070
+13% +$2.96M 0.99% 26
2019
Q4 		$22M Buy
358,100
+50,740
+17% +$2.97M 0.54% 80
2019
Q3 		$16.4M Buy
307,360
+1,645
+0.5% +$83.7K 0.45% 101
2019
Q2 		$15.6M Buy
305,715
+2,315
+0.8% +$123K 0.43% 106
2019
Q1 		$14.7M Buy
303,400
+85,360
+39% +$4.06M 0.41% 114
2018
Q4 		$10.3M Buy
218,040
+8,390
+4% +$379K 0.33% 134
2018
Q3 		$9.57M Sell
209,650
-61,235
-23% -$2.82M 0.26% 141
2018
Q2 		$13.7M Sell
270,885
-64,720
-19% -$3.3M 0.38% 120
2018
Q1 		$18.8M Buy
335,605
+7,155
+2% +$449K 0.52% 82
2017
Q4 		$22.7M Sell
328,450
-51,380
-14% -$3.21M 0.61% 60
2017
Q3 		$20M Sell
379,830
-4,945
-1% -$284K 0.55% 72
2017
Q2 		$23.1M Sell
384,775
-6,135
-2% -$352K 0.66% 55
2017
Q1 		$22.2M Buy
390,910
+22,545
+6% +$1.21M 0.64% 51
2016
Q4 		$15.9M Sell
368,365
-77,495
-17% -$3.7M 0.48% 85
2016
Q3 		$21.5M Sell
445,860
-185,925
-29% -$7.91M 0.65% 55
2016
Q2 		$24.4M Sell
631,785
-48,005
-7% -$1.49M 0.78% 41
2016
Q1 		$19.5M Buy
679,790
+94,250
+16% +$2.82M 0.58% 65
2015
Q4 		$21.2M Sell
585,540
-9,970
-2% -$310K 0.64% 51
2015
Q3 		$14.3M Sell
595,510
-146,605
-20% -$3.78M 0.45% 72
2015
Q2 		$21.5M Sell
742,115
-34,180
-4% -$912K 0.58% 54
2015
Q1 		$16.3M Sell
776,295
-157,985
-17% -$3.34M 0.46% 64
2014
Q4 		$18.5M Buy
934,280
+310
+0% +$5.93K 0.52% 62
2014
Q3 		$16M Buy
933,970
+17,960
+2% +$305K 0.46% 69
2014
Q2 		$14.4M Sell
916,010
-113,305
-11% -$1.62M 0.41% 82
2014
Q1 		$13.9M Buy
1,029,315
+8,125
+0.8% +$117K 0.4% 83
2013
Q4 		$16.1M Buy
1,021,190
+6,105
+0.6% +$85.7K 0.47% 72
2013
Q3 		$14.7M Buy
1,015,085
+660
+0.1% +$9.02K 0.45% 71
2013
Q2 		$12.8M Buy
+1,014,425
New +$11.8M 0.42% 78

Other funds holding NTES

UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 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 $29.1B AUM 60.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Todd Asset Management's NTES Position: Q2 2026 in Review

Todd Asset Management reduced its NetEase (NTES) stake by 0.59% in Q2 2026, selling an estimated $233K and leaving 332,458 shares worth $42.6M. The position accounts for 0.76% of the portfolio, ranked #60.

Todd Asset Management first reported a position in NTES in Q2 2013 and has held it in 53 quarters since. The position peaked at $51.7M in Q3 2025. 458 funds tracked by Wall St. Rank hold NTES as of Q2 2026.

  • Todd Asset Management held 332,458 shares of NetEase worth $42.6M as of Q2 2026.
  • Todd Asset Management sold 1,973 NetEase shares in Q2 2026, an estimated $233K.
  • NetEase made up 0.76% of Todd Asset Management's portfolio in Q2 2026, its #60 holding.
  • Todd Asset Management first reported a position in NetEase in Q2 2013 and has held it in 53 quarters since.
  • Todd Asset Management's NetEase position peaked at $51.7M in Q3 2025.
  • 458 funds tracked by Wall St. Rank held NetEase as of Q2 2026.

Based on Todd Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.