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Clearstead Advisors’s NetApp NTAP Stock Holding History

Clearstead Advisors’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 		$807K Sell
5,215
-2,039
-28% -$267K 0.01% 606
2026
Q1 		$743K Sell
7,254
-918
-11% -$93.2K 0.01% 609
2025
Q4 		$875K Buy
8,172
+82
+1% +$9.36K 0.01% 512
2025
Q3 		$958K Buy
8,090
+79
+1% +$8.83K 0.01% 482
2025
Q2 		$854K Buy
8,011
+603
+8% +$57.2K 0.01% 487
2025
Q1 		$651K Buy
7,408
+1,025
+16% +$113K 0.01% 517
2024
Q4 		$741K Buy
6,383
+1
+0% +$122 0.01% 480
2024
Q3 		$788K Buy
6,382
+51
+0.8% +$6.36K 0.01% 475
2024
Q2 		$815K Buy
6,331
+5,703
+908% +$640K 0.01% 432
2024
Q1 		$67.9K Hold
628
– – ﹤0.01% 696
2023
Q4 		$55.3K Sell
628
-628
-50% -$50.6K ﹤0.01% 714
2023
Q3 		$95.2K Buy
1,256
+666
+113% +$51.5K ﹤0.01% 742
2023
Q2 		$45.1K Sell
590
-9
-2% -$608 ﹤0.01% 746
2023
Q1 		$38.3K Buy
599
+9
+2% +$581 ﹤0.01% 715
2022
Q4 		$35.4K Hold
590
– – ﹤0.01% 689
2022
Q3 		$36K Sell
590
-26
-4% -$1.81K ﹤0.01% 671
2022
Q2 		$40K Buy
616
+26
+4% +$1.87K ﹤0.01% 662
2022
Q1 		$49K Sell
590
-261
-31% -$22.7K ﹤0.01% 686
2021
Q4 		$78K Sell
851
-46
-5% -$4.14K 0.01% 581
2021
Q3 		$81K Buy
897
+287
+47% +$24.2K 0.01% 527
2021
Q2 		$50K Buy
610
+21
+4% +$1.64K ﹤0.01% 556
2021
Q1 		$43K Hold
589
– – ﹤0.01% 566
2020
Q4 		$39K Buy
+589
New +$31.1K ﹤0.01% 545

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

Clearstead Advisors's NTAP Position: Q2 2026 in Review

Clearstead Advisors reduced its NetApp (NTAP) stake by 28% in Q2 2026, selling an estimated $267K and leaving 5,215 shares worth $807K. The position accounts for 0.01% of the portfolio, ranked #606.

Clearstead Advisors first reported a position in NTAP in Q4 2020 and has held it in 23 quarters since. The position peaked at $958K in Q3 2025. 956 funds tracked by Wall St. Rank hold NTAP as of Q2 2026.

  • Clearstead Advisors held 5,215 shares of NetApp worth $807K as of Q2 2026.
  • Clearstead Advisors sold 2,039 NetApp shares in Q2 2026, an estimated $267K.
  • NetApp made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #606 holding.
  • Clearstead Advisors first reported a position in NetApp in Q4 2020 and has held it in 23 quarters since.
  • Clearstead Advisors's NetApp position peaked at $958K in Q3 2025.
  • 956 funds tracked by Wall St. Rank held NetApp as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.