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Crestwood Advisors Group’s NetApp NTAP Stock Holding History

Crestwood Advisors Group’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 		$324K Buy
+2,092
New +$273K ﹤0.01% 655
2026
Q1 		– Sell
-2,373
Closed -$254K – 791
2025
Q4 		$254K Buy
+2,373
New +$271K ﹤0.01% 580

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

Crestwood Advisors Group's NTAP Position: Q2 2026 in Review

Crestwood Advisors Group opened a new position in NetApp (NTAP) in Q2 2026: 2,092 shares worth $324K. The stake represents ﹤0.01% of the portfolio and ranks #655 among its holdings. This is a return to the name: Crestwood Advisors Group previously reported a position in NTAP as recently as Q4 2025.

Crestwood Advisors Group first reported a position in NTAP in Q4 2025 and has held it in 2 quarters since. 962 funds tracked by Wall St. Rank hold NTAP as of Q2 2026.

  • Crestwood Advisors Group held 2,092 shares of NetApp worth $324K as of Q2 2026.
  • NetApp was a new Crestwood Advisors Group position in Q2 2026.
  • NetApp made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #655 holding.
  • Crestwood Advisors Group first reported a position in NetApp in Q4 2025 and has held it in 2 quarters since.
  • 962 funds tracked by Wall St. Rank held NetApp as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.