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Caldwell Trust’s NetApp NTAP Stock Holding History

Caldwell Trust’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 		$631K Buy
+4,080
New +$533K 0.05% 213

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

Caldwell Trust's NTAP Position: Q2 2026 in Review

Caldwell Trust opened a new position in NetApp (NTAP) in Q2 2026: 4,080 shares worth $631K. The stake represents 0.05% of the portfolio and ranks #213 among its holdings.

956 funds tracked by Wall St. Rank hold NTAP as of Q2 2026.

  • Caldwell Trust held 4,080 shares of NetApp worth $631K as of Q2 2026.
  • NetApp was a new Caldwell Trust position in Q2 2026.
  • NetApp made up 0.05% of Caldwell Trust's portfolio in Q2 2026, its #213 holding.
  • 956 funds tracked by Wall St. Rank held NetApp as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.