WAG
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Wilkerson Advisory Group’s Cloudflare NET Stock Holding History

Wilkerson Advisory Group’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 		$14K Buy
57
+5
+10% +$1.09K ﹤0.01% 377
2026
Q1 		$10.7K Buy
52
+24
+86% +$4.58K ﹤0.01% 394
2025
Q4 		$5.52K Buy
+28
New +$5.92K ﹤0.01% 427

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wilkerson Advisory Group's NET Position: Q2 2026 in Review

Wilkerson Advisory Group increased its Cloudflare (NET) stake by 9.6% in Q2 2026, buying an estimated $1.09K and bringing the position to 57 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #377.

Wilkerson Advisory Group first reported a position in NET in Q4 2025 and has held it in 3 quarters since. 1,220 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Wilkerson Advisory Group held 57 shares of Cloudflare worth $14K as of Q2 2026.
  • Wilkerson Advisory Group bought 5 Cloudflare shares in Q2 2026, an estimated $1.09K.
  • Cloudflare made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #377 holding.
  • Wilkerson Advisory Group first reported a position in Cloudflare in Q4 2025 and has held it in 3 quarters since.
  • 1,220 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.