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Advisory Research’s NetApp NTAP Stock Holding History

Advisory Research’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
Q2 		$3.19M Sell
20,588
-149
-0.7% -$19.5K 0.32% 56
2026
Q1 		$2.12M Sell
20,737
-1,680
-7% -$170K 0.26% 72
2025
Q4 		$2.4M Buy
22,417
+491
+2% +$56.1K 0.3% 67
2025
Q3 		$2.6M Buy
21,926
+905
+4% +$101K 0.34% 66
2025
Q2 		$2.24M Buy
21,021
+6,875
+49% +$652K 0.34% 65
2025
Q1 		$1.24M Buy
14,146
+713
+5% +$78.8K 0.22% 96
2024
Q4 		$1.56M Sell
13,433
-77
-0.6% -$9.41K 0.26% 83
2024
Q3 		$1.67M Sell
13,510
-631
-4% -$78.7K 0.3% 79
2024
Q2 		$1.82M Buy
14,141
+1,675
+13% +$188K 0.34% 70
2024
Q1 		$1.31M Sell
12,466
-2,358
-16% -$219K 0.26% 87
2023
Q4 		$1.31M Sell
14,824
-961
-6% -$77.4K 0.2% 133
2023
Q3 		$1.2M Sell
15,785
-23,589
-60% -$1.82M 0.17% 172
2023
Q2 		$3.01M Sell
39,374
-2,565
-6% -$173K 0.39% 67
2023
Q1 		$2.68M Sell
41,939
-19,106
-31% -$1.23M 0.44% 58
2022
Q4 		$3.67M Sell
61,045
-14,040
-19% -$931K 0.34% 49
2022
Q3 		$4.64M Sell
75,085
-1,726
-2% -$120K 0.45% 43
2022
Q2 		$5.01M Sell
76,811
-1,235
-2% -$88.8K 0.49% 41
2022
Q1 		$6.48M Sell
78,046
-602
-0.8% -$52.4K 0.52% 40
2021
Q4 		$7.24M Buy
78,648
+66,218
+533% +$5.97M 0.57% 38
2021
Q3 		$1.12M Sell
12,430
-33
-0.3% -$2.79K 0.07% 185
2021
Q2 		$1.02M Sell
12,463
-33
-0.3% -$2.58K 0.07% 206
2021
Q1 		$908K Buy
12,496
+1,567
+14% +$105K 0.06% 216
2020
Q4 		$724K Buy
+10,929
New +$577K 0.05% 227
2014
Q2 		– Sell
-1,708
Closed -$63K – 566
2014
Q1 		$63K Buy
+1,708
New +$69K ﹤0.01% 744

Other funds holding NTAP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Advisory Research's NTAP Position: Q2 2026 in Review

Advisory Research reduced its NetApp (NTAP) stake by 0.72% in Q2 2026, selling an estimated $19.5K and leaving 20,588 shares worth $3.19M. The position accounts for 0.32% of the portfolio, ranked #56.

Advisory Research first reported a position in NTAP in Q1 2014 and has held it in 24 quarters since. The position peaked at $7.24M in Q4 2021. 962 funds tracked by Wall St. Rank hold NTAP as of Q2 2026.

  • Advisory Research held 20,588 shares of NetApp worth $3.19M as of Q2 2026.
  • Advisory Research sold 149 NetApp shares in Q2 2026, an estimated $19.5K.
  • NetApp made up 0.32% of Advisory Research's portfolio in Q2 2026, its #56 holding.
  • Advisory Research first reported a position in NetApp in Q1 2014 and has held it in 24 quarters since.
  • Advisory Research's NetApp position peaked at $7.24M in Q4 2021.
  • 962 funds tracked by Wall St. Rank held NetApp as of Q2 2026.

Based on Advisory Research's 13F filing for Q2 2026, filed 13 Aug 2026.