Crewe Advisors’s NetApp NTAP Stock Holding History

Crewe 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 Q1	$1.54K	Buy	15 +12	+400%	+$1.22K	﹤0.01%	928
2025 Q4	$322	Buy	+3	New	+$343	﹤0.01%	1058
2024 Q4	–	Sell	-336	Closed	-$41.5K	–	754
2024 Q3	$41.5K	Buy	336 +2	+0.6%	+$249	﹤0.01%	317
2024 Q2	$43K	Hold	334	–	–	﹤0.01%	394
2024 Q1	$35.1K	Buy	+334	New	+$31K	﹤0.01%	416
2023 Q3	–	Sell	-3	Closed	-$230	–	817
2023 Q2	$230	Buy	+3	New	+$203	﹤0.01%	692
2023 Q1	–	Sell	-28	Closed	-$1.68K	–	969
2022 Q4	$1.68K	Sell	28 -34	-55%	-$2.25K	﹤0.01%	860
2022 Q3	$4K	Buy	62 +34	+121%	+$2.36K	﹤0.01%	905
2022 Q2	$2K	Buy	+28	New	+$2.01K	﹤0.01%	990

Other funds holding NTAP

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return