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B. Riley Wealth Advisors’s NetApp NTAP Stock Holding History

B. Riley Wealth Advisors’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 		$228K Buy
+1,469
New +$192K 0.01% 722
2025
Q4 		– Sell
-2,193
Closed -$260K – 1124
2025
Q3 		$260K Buy
2,193
+288
+15% +$32.2K 0.01% 777
2025
Q2 		$203K Buy
+1,905
New +$181K 0.01% 891
2024
Q4 		$259K Sell
2,232
-145
-6% -$17.7K 0.01% 928
2024
Q3 		$293K Sell
2,377
-281
-11% -$35K 0.01% 968
2024
Q2 		$342K Sell
2,658
-831
-24% -$93.3K 0.01% 961
2024
Q1 		$265K Buy
3,489
+271
+8% +$25.1K 0.01% 1105
2023
Q4 		$284K Sell
3,218
-271
-8% -$21.8K 0.01% 1085
2023
Q3 		$265K Buy
3,489
+238
+7% +$18.4K 0.01% 1105
2023
Q2 		$248K Buy
+3,251
New +$220K 0.01% 1224
2023
Q1 		– Sell
-3,627
Closed -$218K – 1588
2022
Q4 		$218K Buy
+3,627
New +$240K 0.01% 1209
2022
Q2 		– Sell
-2,964
Closed -$247K – 1340
2022
Q1 		$247K Buy
+2,964
New +$258K 0.01% 1103
2020
Q1 		– Sell
-5,325
Closed -$332K – 859
2019
Q4 		$332K Buy
+5,325
New +$311K 0.03% 557
2015
Q1 		– Sell
-500
Closed -$21 – 1494
2014
Q4 		$21 Buy
+500
New +$20.8K ﹤0.01% 2523
2014
Q3 		– Sell
-500
Closed -$18.3K – 1455
2014
Q2 		$18.3K Buy
+500
New +$17.9K ﹤0.01% 1510

Other funds holding NTAP

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

B. Riley Wealth Advisors's NTAP Position: Q2 2026 in Review

B. Riley Wealth Advisors opened a new position in NetApp (NTAP) in Q2 2026: 1,469 shares worth $228K. The stake represents 0.01% of the portfolio and ranks #722 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in NTAP as recently as Q3 2025.

B. Riley Wealth Advisors first reported a position in NTAP in Q2 2014 and has held it in 15 quarters since. The position peaked at $342K in Q2 2024. 247 funds tracked by Wall St. Rank hold NTAP as of Q2 2026.

  • B. Riley Wealth Advisors held 1,469 shares of NetApp worth $228K as of Q2 2026.
  • NetApp was a new B. Riley Wealth Advisors position in Q2 2026.
  • NetApp made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #722 holding.
  • B. Riley Wealth Advisors first reported a position in NetApp in Q2 2014 and has held it in 15 quarters since.
  • B. Riley Wealth Advisors's NetApp position peaked at $342K in Q2 2024.
  • 247 funds tracked by Wall St. Rank held NetApp as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.