Advisor OS’s NetApp NTAP Stock Holding History

Advisor OS’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 Q1	–	Sell	-6,597	Closed	-$706K	–	614
2025 Q4	$706K	Sell	6,597 -546	-8%	-$62.4K	0.06%	219
2025 Q3	$846K	Sell	7,143 -297	-4%	-$33.2K	0.07%	179
2025 Q2	$793K	Buy	7,440 +226	+3%	+$21.4K	0.08%	186
2025 Q1	$634K	Buy	7,214 +2,331	+48%	+$258K	0.07%	196
2024 Q4	$567K	Buy	+4,883	New	+$597K	0.07%	203

Other funds holding NTAP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Advisor OS's NTAP Position: Q1 2026 in Review

Advisor OS sold out of NetApp (NTAP) in Q1 2026, closing a stake of 6,597 shares — an estimated $706K sold.

Advisor OS first reported a position in NTAP in Q4 2024 and held it in 5 quarters. The position peaked at $846K in Q3 2025. 859 funds tracked by Wall St. Rank hold NTAP as of Q1 2026.

Advisor OS reported no remaining NetApp position as of Q1 2026 after selling out during the quarter.
Advisor OS sold 6,597 NetApp shares in Q1 2026, an estimated $706K.
Advisor OS first reported a position in NetApp in Q4 2024 and held it in 5 quarters.
Advisor OS's NetApp position peaked at $846K in Q3 2025.
859 funds tracked by Wall St. Rank held NetApp as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.