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Concurrent Investment Advisors’s NetApp NTAP Stock Holding History

Concurrent Investment 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 		$963K Sell
6,220
-1,374
-18% -$180K 0.01% 1027
2026
Q1 		$778K Sell
7,594
-846
-10% -$85.9K 0.01% 992
2025
Q4 		$904K Buy
8,440
+4,928
+140% +$563K 0.01% 879
2025
Q3 		$416K Buy
3,512
+137
+4% +$15.3K 0.01% 997
2025
Q2 		$360K Buy
+3,375
New +$320K 0.01% 980
2025
Q1 		– Sell
-2,037
Closed -$236K – 1306
2024
Q4 		$236K Buy
+2,037
New +$249K 0.01% 927
2024
Q2 		– Sell
-2,677
Closed -$281K – 1057
2024
Q1 		$281K Buy
+2,677
New +$248K 0.01% 692

Other funds holding NTAP

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Concurrent Investment Advisors's NTAP Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its NetApp (NTAP) stake by 18% in Q2 2026, selling an estimated $180K and leaving 6,220 shares worth $963K. The position accounts for 0.01% of the portfolio, ranked #1027.

Concurrent Investment Advisors first reported a position in NTAP in Q1 2024 and has held it in 7 quarters since. 325 funds tracked by Wall St. Rank hold NTAP as of Q2 2026.

  • Concurrent Investment Advisors held 6,220 shares of NetApp worth $963K as of Q2 2026.
  • Concurrent Investment Advisors sold 1,374 NetApp shares in Q2 2026, an estimated $180K.
  • NetApp made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1027 holding.
  • Concurrent Investment Advisors first reported a position in NetApp in Q1 2024 and has held it in 7 quarters since.
  • 325 funds tracked by Wall St. Rank held NetApp as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.