Atria Wealth Solutions’s NetApp NTAP Stock Holding History

Atria Wealth Solutions’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
2025 Q2	–	Sell	-9,353	Closed	-$822K	–	1755
2025 Q1	$822K	Sell	9,353 -1,565	-14%	-$173K	0.01%	959
2024 Q4	$1.27M	Buy	10,918 +937	+9%	+$114K	0.01%	830
2024 Q3	$1.23M	Sell	9,981 -1,205	-11%	-$150K	0.01%	837
2024 Q2	$1.44M	Buy	11,186 +4,683	+72%	+$526K	0.02%	748
2024 Q1	$683K	Buy	6,503 +3,072	+90%	+$285K	0.01%	1100
2023 Q4	$302K	Buy	3,431 +765	+29%	+$61.6K	﹤0.01%	1493
2023 Q3	$202K	Buy	+2,666	New	+$206K	﹤0.01%	1695

Other funds holding NTAP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

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

Atria Wealth Solutions's NTAP Position: Q2 2025 in Review

Atria Wealth Solutions sold out of NetApp (NTAP) in Q2 2025, closing a stake of 9,353 shares — an estimated $822K sold.

Atria Wealth Solutions first reported a position in NTAP in Q3 2023 and held it in 7 quarters. The position peaked at $1.44M in Q2 2024. 846 funds tracked by Wall St. Rank hold NTAP as of Q2 2025.

Atria Wealth Solutions reported no remaining NetApp position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 9,353 NetApp shares in Q2 2025, an estimated $822K.
Atria Wealth Solutions first reported a position in NetApp in Q3 2023 and held it in 7 quarters.
Atria Wealth Solutions's NetApp position peaked at $1.44M in Q2 2024.
846 funds tracked by Wall St. Rank held NetApp as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.