AE Wealth Management’s NetApp NTAP Stock Holding History

AE Wealth Management’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	$629K	Buy	4,065 +1,297	+47%	+$170K	﹤0.01%	1111
2026 Q1	$283K	Buy	+2,768	New	+$281K	﹤0.01%	1412
2025 Q3	–	Sell	-3,530	Closed	-$376K	–	2341
2025 Q2	$376K	Buy	3,530 +539	+18%	+$51.1K	﹤0.01%	1022
2025 Q1	$263K	Sell	2,991 -2,290	-43%	-$253K	﹤0.01%	1146
2024 Q4	$613K	Buy	5,281 +2,116	+67%	+$259K	0.01%	843
2024 Q3	$391K	Sell	3,165 -2,631	-45%	-$328K	﹤0.01%	953
2024 Q2	$747K	Sell	5,796 -169	-3%	-$19K	0.01%	782
2024 Q1	$626K	Sell	5,965 -24,504	-80%	-$2.27M	0.01%	764
2023 Q4	$2.68M	Buy	30,469 +26,922	+759%	+$2.17M	0.01%	808
2023 Q3	$269K	Buy	+3,547	New	+$274K	﹤0.01%	1656
2021 Q4	–	Sell	-2,445	Closed	-$219K	–	1754
2021 Q3	$219K	Buy	+2,445	New	+$206K	﹤0.01%	1499
2021 Q1	–	Sell	-10,956	Closed	-$726K	–	1543
2020 Q4	$726K	Sell	10,956 -4,107	-27%	-$217K	0.01%	819
2020 Q3	$660K	Buy	+15,063	New	+$657K	0.01%	762
2018 Q4	–	Sell	-3,856	Closed	-$331K	–	560
2018 Q3	$331K	Buy	+3,856	New	+$319K	0.02%	419

Other funds holding NTAP

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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

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

Norges Bank Oslo, Norway $1T AUM

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

AE Wealth Management's NTAP Position: Q2 2026 in Review

AE Wealth Management increased its NetApp (NTAP) stake by 47% in Q2 2026, buying an estimated $170K and bringing the position to 4,065 shares worth $629K. The position accounts for ﹤0.01% of the portfolio, ranked #1111.

AE Wealth Management first reported a position in NTAP in Q3 2018 and has held it in 14 quarters since. The position peaked at $2.68M in Q4 2023. 956 funds tracked by Wall St. Rank hold NTAP as of Q2 2026.

AE Wealth Management held 4,065 shares of NetApp worth $629K as of Q2 2026.
AE Wealth Management bought 1,297 NetApp shares in Q2 2026, an estimated $170K.
NetApp made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1111 holding.
AE Wealth Management first reported a position in NetApp in Q3 2018 and has held it in 14 quarters since.
AE Wealth Management's NetApp position peaked at $2.68M in Q4 2023.
956 funds tracked by Wall St. Rank held NetApp as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.