EWA
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EverSource Wealth Advisors’s NetApp NTAP Stock Holding History

EverSource 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 		$285K Sell
1,844
-698
-27% -$91.2K 0.01% 826
2026
Q1 		$260K Sell
2,542
-818
-24% -$83K 0.01% 913
2025
Q4 		$360K Sell
3,360
-673
-17% -$76.9K 0.01% 679
2025
Q3 		$478K Buy
4,033
+430
+12% +$48.1K 0.02% 520
2025
Q2 		$384K Buy
3,603
+2,141
+146% +$203K 0.02% 553
2025
Q1 		$128K Sell
1,462
-180
-11% -$19.9K 0.01% 820
2024
Q4 		$191K Buy
1,642
+255
+18% +$31.2K 0.01% 673
2024
Q3 		$171K Buy
1,387
+40
+3% +$4.99K 0.01% 611
2024
Q2 		$171K Buy
1,347
+713
+112% +$80K 0.01% 612
2024
Q1 		$64.8K Buy
634
+180
+40% +$16.7K 0.01% 876
2023
Q4 		$40K Buy
454
+184
+68% +$14.8K ﹤0.01% 984
2023
Q3 		$20.5K Sell
270
-299
-53% -$23.1K ﹤0.01% 1118
2023
Q2 		$43.5K Sell
569
-886
-61% -$59.8K ﹤0.01% 888
2023
Q1 		$92.8K Buy
1,455
+159
+12% +$10.3K 0.01% 562
2022
Q4 		$77.8K Sell
1,296
-3,955
-75% -$262K 0.01% 596
2022
Q3 		$324K Buy
5,251
+4,674
+810% +$325K 0.07% 231
2022
Q2 		$38K Sell
577
-82
-12% -$5.9K 0.01% 684
2022
Q1 		$54K Buy
659
+530
+411% +$46.1K 0.01% 456
2021
Q4 		$12K Buy
+129
New +$11.6K ﹤0.01% 897

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

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

EverSource Wealth Advisors reduced its NetApp (NTAP) stake by 27% in Q2 2026, selling an estimated $91.2K and leaving 1,844 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #826.

EverSource Wealth Advisors first reported a position in NTAP in Q4 2021 and has held it in 19 quarters since. The position peaked at $478K in Q3 2025. 956 funds tracked by Wall St. Rank hold NTAP as of Q2 2026.

  • EverSource Wealth Advisors held 1,844 shares of NetApp worth $285K as of Q2 2026.
  • EverSource Wealth Advisors sold 698 NetApp shares in Q2 2026, an estimated $91.2K.
  • NetApp made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #826 holding.
  • EverSource Wealth Advisors first reported a position in NetApp in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's NetApp position peaked at $478K in Q3 2025.
  • 956 funds tracked by Wall St. Rank held NetApp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.