FAIM
NTAP icon

Financial Advocates Investment Management’s NetApp NTAP Stock Holding History

Financial Advocates Investment Management’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
2025
Q3 		– Sell
-3,819
Closed -$407K – 401
2025
Q2 		$407K Buy
+3,819
New +$362K 0.03% 414

Other funds holding NTAP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Financial Advocates Investment Management's NTAP Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of NetApp (NTAP) in Q3 2025, closing a stake of 3,819 shares — an estimated $407K sold.

Financial Advocates Investment Management first reported a position in NTAP in Q2 2025 and held it in 1 quarter. The position peaked at $407K in Q2 2025. 879 funds tracked by Wall St. Rank hold NTAP as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining NetApp position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 3,819 NetApp shares in Q3 2025, an estimated $407K.
  • Financial Advocates Investment Management first reported a position in NetApp in Q2 2025 and held it in 1 quarter.
  • Financial Advocates Investment Management's NetApp position peaked at $407K in Q2 2025.
  • 879 funds tracked by Wall St. Rank held NetApp as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.