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EP Wealth Advisors’s NetApp NTAP Stock Holding History

EP 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 		$2.85M Buy
18,398
+1,884
+11% +$246K 0.01% 497
2026
Q1 		$1.69M Sell
16,514
-517
-3% -$52.5K 0.01% 509
2025
Q4 		$1.82M Buy
+17,031
New +$1.94M 0.01% 467
2025
Q2 		$1.83M Buy
17,185
+2,146
+14% +$204K 0.01% 430
2025
Q1 		$1.32M Buy
15,039
+2,441
+19% +$270K 0.01% 437
2024
Q4 		$1.46M Sell
12,598
-516
-4% -$63K 0.01% 414
2024
Q3 		$1.62M Buy
+13,114
New +$1.64M 0.01% 397
2022
Q3 		– Sell
-5,364
Closed -$350K – 530
2022
Q2 		$350K Sell
5,364
-65
-1% -$4.67K 0.01% 450
2022
Q1 		$451K Buy
5,429
+58
+1% +$5.04K 0.01% 399
2021
Q4 		$494K Sell
5,371
-60
-1% -$5.41K 0.01% 356
2021
Q3 		$487K Sell
5,431
-423
-7% -$35.7K 0.01% 336
2021
Q2 		$479K Buy
5,854
+996
+21% +$77.8K 0.01% 344
2021
Q1 		$353K Buy
4,858
+830
+21% +$55.8K 0.01% 380
2020
Q4 		$267K Buy
+4,028
New +$213K 0.01% 362

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

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

EP Wealth Advisors increased its NetApp (NTAP) stake by 11% in Q2 2026, buying an estimated $246K and bringing the position to 18,398 shares worth $2.85M. The position accounts for 0.01% of the portfolio, ranked #497.

EP Wealth Advisors first reported a position in NTAP in Q4 2020 and has held it in 14 quarters since. 956 funds tracked by Wall St. Rank hold NTAP as of Q2 2026.

  • EP Wealth Advisors held 18,398 shares of NetApp worth $2.85M as of Q2 2026.
  • EP Wealth Advisors bought 1,884 NetApp shares in Q2 2026, an estimated $246K.
  • NetApp made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #497 holding.
  • EP Wealth Advisors first reported a position in NetApp in Q4 2020 and has held it in 14 quarters since.
  • 956 funds tracked by Wall St. Rank held NetApp as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.