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CBIZ Investment Advisory Services’s NetApp NTAP Stock Holding History

CBIZ 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
2025
Q3 		– Sell
-6
Closed -$639 – 746
2025
Q2 		$639 Buy
6
+1
+20% +$95 ﹤0.01% 621
2025
Q1 		$439 Buy
+5
New +$553 ﹤0.01% 577

Other funds holding NTAP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

CBIZ Investment Advisory Services's NTAP Position: Q3 2025 in Review

CBIZ Investment Advisory Services sold out of NetApp (NTAP) in Q3 2025, closing a stake of 6 shares — an estimated $639 sold.

CBIZ Investment Advisory Services first reported a position in NTAP in Q1 2025 and held it in 2 quarters. The position peaked at $639 in Q2 2025. 878 funds tracked by Wall St. Rank hold NTAP as of Q3 2025.

  • CBIZ Investment Advisory Services reported no remaining NetApp position as of Q3 2025 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 6 NetApp shares in Q3 2025, an estimated $639.
  • CBIZ Investment Advisory Services first reported a position in NetApp in Q1 2025 and held it in 2 quarters.
  • CBIZ Investment Advisory Services's NetApp position peaked at $639 in Q2 2025.
  • 878 funds tracked by Wall St. Rank held NetApp as of Q3 2025.

Based on CBIZ Investment Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.