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Beacon Investment Advisory Services’s NetApp NTAP Stock Holding History

Beacon Investment 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
2026
Q2 		$27.1K Hold
175
– – ﹤0.01% 501
2026
Q1 		$17.9K Buy
+175
New +$17.8K ﹤0.01% 560

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Geode Capital Management
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Ameriprise
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UBS AM
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Norges Bank
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Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Beacon Investment Advisory Services's NTAP Position: Q2 2026 in Review

Beacon Investment Advisory Services held its NetApp (NTAP) position steady in Q2 2026 at 175 shares worth $27.1K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Beacon Investment Advisory Services first reported a position in NTAP in Q1 2026 and has held it in 2 quarters since. 954 funds tracked by Wall St. Rank hold NTAP as of Q2 2026.

  • Beacon Investment Advisory Services held 175 shares of NetApp worth $27.1K as of Q2 2026.
  • Beacon Investment Advisory Services left its NetApp share count unchanged in Q2 2026.
  • NetApp made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #501 holding.
  • Beacon Investment Advisory Services first reported a position in NetApp in Q1 2026 and has held it in 2 quarters since.
  • 954 funds tracked by Wall St. Rank held NetApp as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.