Aviso Wealth Management’s NetApp NTAP Stock Holding History

Aviso 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
2025 Q3	–	Sell	-1,923	Closed	-$205K	–	146
2025 Q2	$205K	Sell	1,923 -2,302	-54%	-$218K	0.1%	142
2025 Q1	$371K	Sell	4,225 -633	-13%	-$70K	0.2%	102
2024 Q4	$564K	Sell	4,858 -653	-12%	-$79.8K	0.29%	82
2024 Q3	$681K	Sell	5,511 -638	-10%	-$79.6K	0.37%	73
2024 Q2	$792K	Buy	6,149 +83	+1%	+$9.32K	0.47%	56
2024 Q1	$637K	Buy	6,066 +2,595	+75%	+$241K	0.4%	63
2023 Q4	$306K	Buy	+3,471	New	+$279K	0.22%	104

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

Aviso Wealth Management's NTAP Position: Q3 2025 in Review

Aviso Wealth Management sold out of NetApp (NTAP) in Q3 2025, closing a stake of 1,923 shares — an estimated $205K sold.

Aviso Wealth Management first reported a position in NTAP in Q4 2023 and held it in 7 quarters. The position peaked at $792K in Q2 2024. 879 funds tracked by Wall St. Rank hold NTAP as of Q3 2025.

Aviso Wealth Management reported no remaining NetApp position as of Q3 2025 after selling out during the quarter.
Aviso Wealth Management sold 1,923 NetApp shares in Q3 2025, an estimated $205K.
Aviso Wealth Management first reported a position in NetApp in Q4 2023 and held it in 7 quarters.
Aviso Wealth Management's NetApp position peaked at $792K in Q2 2024.
879 funds tracked by Wall St. Rank held NetApp as of Q3 2025.

Based on Aviso Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.