SPL
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Superior Planning, LLC’s NetApp NTAP Stock Holding History

Superior Planning, LLC’s Portfolio NTAP Stock Details NTAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.36K Buy
+16
New +$2.95K ﹤0.01% 1358

Other funds holding NTAP

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Superior Planning, LLC's NTAP Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in NetApp (NTAP) in Q3 2026: 16 shares worth $3.36K. The stake represents ﹤0.01% of the portfolio and ranks #1358 among its holdings.

790 funds tracked by Wall St. Rank hold NTAP as of Q3 2026.

  • Superior Planning, LLC held 16 shares of NetApp worth $3.36K as of Q3 2026.
  • NetApp was a new Superior Planning, LLC position in Q3 2026.
  • NetApp made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1358 holding.
  • 790 funds tracked by Wall St. Rank held NetApp as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.