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Beverly Hills Private Wealth’s NetApp NTAP Stock Holding History

Beverly Hills Private Wealth’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 		– Sell
-2,256
Closed -$231K – 332
2026
Q1 		$231K Sell
2,256
-52
-2% -$5.28K 0.04% 307
2025
Q4 		$247K Sell
2,308
-202
-8% -$23.1K 0.04% 283
2025
Q3 		$297K Sell
2,510
-20
-0.8% -$2.24K 0.05% 267
2025
Q2 		$270K Sell
2,530
-137
-5% -$13K 0.05% 281
2025
Q1 		$234K Buy
2,667
+64
+2% +$7.08K 0.05% 310
2024
Q4 		$302K Hold
2,603
– – 0.06% 258
2024
Q3 		$321K Sell
2,603
-586
-18% -$73.1K 0.07% 260
2024
Q2 		$411K Buy
3,189
+78
+3% +$8.76K 0.09% 213
2024
Q1 		$327K Sell
3,111
-198
-6% -$18.4K 0.08% 263
2023
Q4 		$292K Buy
3,309
+211
+7% +$17K 0.08% 262
2023
Q3 		$235K Sell
3,098
-3,298
-52% -$255K 0.07% 257
2023
Q2 		$497K Buy
6,396
+3,217
+101% +$217K 0.08% 229
2023
Q1 		$203K Buy
+3,179
New +$205K 0.06% 261

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

Beverly Hills Private Wealth's NTAP Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of NetApp (NTAP) in Q2 2026, closing a stake of 2,256 shares — an estimated $231K sold.

Beverly Hills Private Wealth first reported a position in NTAP in Q1 2023 and held it in 13 quarters. The position peaked at $497K in Q2 2023. 954 funds tracked by Wall St. Rank hold NTAP as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining NetApp position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 2,256 NetApp shares in Q2 2026, an estimated $231K.
  • Beverly Hills Private Wealth first reported a position in NetApp in Q1 2023 and held it in 13 quarters.
  • Beverly Hills Private Wealth's NetApp position peaked at $497K in Q2 2023.
  • 954 funds tracked by Wall St. Rank held NetApp as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.