Avantax Advisory Services’s NetApp NTAP Stock Holding History

Avantax Advisory Services’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	$505K	Buy	4,744 +107	+2%	+$10.2K	﹤0.01%	1575
2025 Q1	$407K	Buy	4,637 +1,155	+33%	+$128K	﹤0.01%	1646
2024 Q4	$404K	Buy	3,482 +447	+15%	+$54.6K	﹤0.01%	1587
2024 Q3	$375K	Buy	3,035 +291	+11%	+$36.3K	﹤0.01%	1601
2024 Q2	$353K	Buy	+2,744	New	+$308K	﹤0.01%	1591
2024 Q1	–	Sell	-3,867	Closed	-$341K	–	1718
2023 Q4	$341K	Sell	3,867 -292	-7%	-$23.5K	﹤0.01%	1171
2023 Q3	$316K	Buy	4,159 +4	+0.1%	+$309	﹤0.01%	1170
2023 Q2	$317K	Sell	4,155 -64	-2%	-$4.32K	﹤0.01%	1156
2023 Q1	$269K	Buy	4,219 +215	+5%	+$13.9K	﹤0.01%	1212
2022 Q4	$240K	Buy	+4,004	New	+$265K	﹤0.01%	1224

Other funds holding NTAP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Avantax Advisory Services's NTAP Position: Q2 2025 in Review

Avantax Advisory Services increased its NetApp (NTAP) stake by 2.3% in Q2 2025, buying an estimated $10.2K and bringing the position to 4,744 shares worth $505K. The position accounts for ﹤0.01% of the portfolio, ranked #1575.

Avantax Advisory Services first reported a position in NTAP in Q4 2022 and has held it in 10 quarters since. 846 funds tracked by Wall St. Rank hold NTAP as of Q2 2025.

Avantax Advisory Services held 4,744 shares of NetApp worth $505K as of Q2 2025.
Avantax Advisory Services bought 107 NetApp shares in Q2 2025, an estimated $10.2K.
NetApp made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1575 holding.
Avantax Advisory Services first reported a position in NetApp in Q4 2022 and has held it in 10 quarters since.
846 funds tracked by Wall St. Rank held NetApp as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.