Consilio Wealth Advisors’s NetApp NTAP Stock Holding History

Consilio Wealth 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	$580K	Sell	3,748 -422	-10%	-$55.2K	0.14%	53
2026 Q1	$427K	Sell	4,170 -1,795	-30%	-$182K	0.12%	53
2025 Q4	$639K	Buy	5,965 +1,831	+44%	+$209K	0.19%	41
2025 Q3	$490K	Sell	4,134 -4,461	-52%	-$499K	0.16%	46
2025 Q2	$909K	Sell	8,595 -530	-6%	-$50.3K	0.32%	32
2025 Q1	$802K	Buy	+9,125	New	+$1.01M	0.33%	31

Other funds holding NTAP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Consilio Wealth Advisors's NTAP Position: Q2 2026 in Review

Consilio Wealth Advisors reduced its NetApp (NTAP) stake by 10% in Q2 2026, selling an estimated $55.2K and leaving 3,748 shares worth $580K. The position accounts for 0.14% of the portfolio, ranked #53.

Consilio Wealth Advisors first reported a position in NTAP in Q1 2025 and has held it in 6 quarters since. The position peaked at $909K in Q2 2025. 956 funds tracked by Wall St. Rank hold NTAP as of Q2 2026.

Consilio Wealth Advisors held 3,748 shares of NetApp worth $580K as of Q2 2026.
Consilio Wealth Advisors sold 422 NetApp shares in Q2 2026, an estimated $55.2K.
NetApp made up 0.14% of Consilio Wealth Advisors's portfolio in Q2 2026, its #53 holding.
Consilio Wealth Advisors first reported a position in NetApp in Q1 2025 and has held it in 6 quarters since.
Consilio Wealth Advisors's NetApp position peaked at $909K in Q2 2025.
956 funds tracked by Wall St. Rank held NetApp as of Q2 2026.

Based on Consilio Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.