Balboa Wealth Partners’s NetApp NTAP Stock Holding History

Balboa Wealth Partners’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	$241K	Buy	+1,559	New	+$204K	0.03%	392
2026 Q1	–	Sell	-1,872	Closed	-$200K	–	479
2025 Q4	$200K	Sell	1,872 -426	-19%	-$48.6K	0.03%	379
2025 Q3	$272K	Sell	2,298 -228	-9%	-$25.5K	0.05%	294
2025 Q2	$269K	Sell	2,526 -133	-5%	-$12.6K	0.05%	270
2025 Q1	$234K	Buy	2,659 +13	+0.5%	+$1.44K	0.06%	239
2024 Q4	$307K	Sell	2,646 -724	-21%	-$88.5K	0.07%	205
2024 Q3	$416K	Buy	3,370 +215	+7%	+$26.8K	0.1%	156
2024 Q2	$406K	Buy	3,155 +105	+3%	+$11.8K	0.11%	152
2024 Q1	$320K	Buy	+3,050	New	+$283K	0.09%	157

Other funds holding NTAP

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Balboa Wealth Partners's NTAP Position: Q2 2026 in Review

Balboa Wealth Partners opened a new position in NetApp (NTAP) in Q2 2026: 1,559 shares worth $241K. The stake represents 0.03% of the portfolio and ranks #392 among its holdings. This is a return to the name: Balboa Wealth Partners previously reported a position in NTAP as recently as Q4 2025.

Balboa Wealth Partners first reported a position in NTAP in Q1 2024 and has held it in 9 quarters since. The position peaked at $416K in Q3 2024. 965 funds tracked by Wall St. Rank hold NTAP as of Q2 2026.

Balboa Wealth Partners held 1,559 shares of NetApp worth $241K as of Q2 2026.
NetApp was a new Balboa Wealth Partners position in Q2 2026.
NetApp made up 0.03% of Balboa Wealth Partners's portfolio in Q2 2026, its #392 holding.
Balboa Wealth Partners first reported a position in NetApp in Q1 2024 and has held it in 9 quarters since.
Balboa Wealth Partners's NetApp position peaked at $416K in Q3 2024.
965 funds tracked by Wall St. Rank held NetApp as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.