Atwood & Palmer’s NetApp NTAP Stock Holding History

Atwood & Palmer’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 Q3	–	Sell	-68	Closed	-$7.25K	–	519
2025 Q2	$7.25K	Buy	+68	New	+$6.45K	﹤0.01%	423
2023 Q4	–	Sell	-175	Closed	-$13.3K	–	423
2023 Q3	$13.3K	Hold	175	–	–	﹤0.01%	294
2023 Q2	$13.4K	Hold	175	–	–	﹤0.01%	302
2023 Q1	$11.2K	Hold	175	–	–	﹤0.01%	297
2022 Q4	$10.5K	Hold	175	–	–	﹤0.01%	317
2022 Q3	$11K	Hold	175	–	–	﹤0.01%	302
2022 Q2	$11K	Sell	175 -55	-24%	-$3.96K	﹤0.01%	321
2022 Q1	$19K	Hold	230	–	–	﹤0.01%	318
2021 Q4	$21K	Sell	230 -175	-43%	-$15.8K	﹤0.01%	317
2021 Q3	$36K	Hold	405	–	–	﹤0.01%	247
2021 Q2	$33K	Hold	405	–	–	﹤0.01%	252
2021 Q1	$29K	Buy	405 +55	+16%	+$3.7K	﹤0.01%	256
2020 Q4	$23K	Hold	350	–	–	﹤0.01%	266
2020 Q3	$15K	Hold	350	–	–	﹤0.01%	248
2020 Q2	$16K	Buy	+350	New	+$15K	﹤0.01%	239
2014 Q4	–	Sell	-250	Closed	-$11K	–	398
2014 Q3	$11K	Buy	+250	New	+$10K	﹤0.01%	297

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Atwood & Palmer's NTAP Position: Q3 2025 in Review

Atwood & Palmer sold out of NetApp (NTAP) in Q3 2025, closing a stake of 68 shares — an estimated $7.25K sold.

Atwood & Palmer first reported a position in NTAP in Q3 2014 and held it in 16 quarters. The position peaked at $36K in Q3 2021. 879 funds tracked by Wall St. Rank hold NTAP as of Q3 2025.

Atwood & Palmer reported no remaining NetApp position as of Q3 2025 after selling out during the quarter.
Atwood & Palmer sold 68 NetApp shares in Q3 2025, an estimated $7.25K.
Atwood & Palmer first reported a position in NetApp in Q3 2014 and held it in 16 quarters.
Atwood & Palmer's NetApp position peaked at $36K in Q3 2021.
879 funds tracked by Wall St. Rank held NetApp as of Q3 2025.

Based on Atwood & Palmer's 13F filing for Q3 2025, filed 15 Oct 2025.