BFG
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Berger Financial Group’s NetApp NTAP Stock Holding History

Berger Financial Group’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 		$5.23M Buy
33,808
+31,321
+1,259% +$4.09M 0.27% 81
2026
Q1 		$255K Sell
2,487
-120
-5% -$12.2K 0.01% 399
2025
Q4 		$279K Sell
2,607
-81
-3% -$9.25K 0.02% 391
2025
Q3 		$318K Sell
2,688
-193
-7% -$21.6K 0.02% 345
2025
Q2 		$307K Sell
2,881
-45,321
-94% -$4.3M 0.02% 333
2025
Q1 		$4.23M Sell
48,202
-6,191
-11% -$684K 0.29% 88
2024
Q4 		$6.31M Sell
54,393
-23
-0% -$2.81K 0.44% 50
2024
Q3 		$6.72M Sell
54,416
-1,884
-3% -$235K 0.49% 47
2024
Q2 		$7.25M Sell
56,300
-985
-2% -$111K 0.58% 38
2024
Q1 		$6.01M Sell
57,285
-11,369
-17% -$1.05M 0.5% 47
2023
Q4 		$6.05M Sell
68,654
-2,530
-4% -$204K 0.63% 36
2023
Q3 		$5.4M Sell
71,184
-262
-0.4% -$20.2K 0.62% 38
2023
Q2 		$5.46M Sell
71,446
-2,695
-4% -$182K 0.62% 36
2023
Q1 		$4.73M Buy
74,141
+13,647
+23% +$881K 0.57% 48
2022
Q4 		$3.63M Buy
60,494
+2,058
+4% +$136K 0.48% 64
2022
Q3 		$3.61M Buy
58,436
+2,453
+4% +$171K 0.53% 58
2022
Q2 		$3.65M Buy
55,983
+1,002
+2% +$72.1K 0.53% 56
2022
Q1 		$4.56M Sell
54,981
-7,292
-12% -$634K 0.58% 50
2021
Q4 		$5.73M Buy
62,273
+661
+1% +$59.6K 0.76% 36
2021
Q3 		$5.53M Sell
61,612
-608
-1% -$51.3K 1% 25
2021
Q2 		$5.09M Buy
62,220
+709
+1% +$55.4K 0.92% 29
2021
Q1 		$4.47M Buy
+61,511
New +$4.14M 0.97% 29

Other funds holding NTAP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Berger Financial Group's NTAP Position: Q2 2026 in Review

Berger Financial Group increased its NetApp (NTAP) stake by 1,259% in Q2 2026, buying an estimated $4.09M and bringing the position to 33,808 shares worth $5.23M. The position accounts for 0.27% of the portfolio, ranked #81.

Berger Financial Group first reported a position in NTAP in Q1 2021 and has held it in 22 quarters since. The position peaked at $7.25M in Q2 2024. 962 funds tracked by Wall St. Rank hold NTAP as of Q2 2026.

  • Berger Financial Group held 33,808 shares of NetApp worth $5.23M as of Q2 2026.
  • Berger Financial Group bought 31,321 NetApp shares in Q2 2026, an estimated $4.09M.
  • NetApp made up 0.27% of Berger Financial Group's portfolio in Q2 2026, its #81 holding.
  • Berger Financial Group first reported a position in NetApp in Q1 2021 and has held it in 22 quarters since.
  • Berger Financial Group's NetApp position peaked at $7.25M in Q2 2024.
  • 962 funds tracked by Wall St. Rank held NetApp as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.