FWM
NTAP icon

Forteris Wealth Management’s NetApp NTAP Stock Holding History

Forteris Wealth 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
2026
Q2 		$1.7M Hold
10,980
– – 1.39% 24
2026
Q1 		$1.12M Hold
10,980
– – 1.08% 28
2025
Q4 		$1.18M Buy
+10,980
New +$1.25M 1.16% 26

Other funds holding NTAP

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Forteris Wealth Management's NTAP Position: Q2 2026 in Review

Forteris Wealth Management held its NetApp (NTAP) position steady in Q2 2026 at 10,980 shares worth $1.7M. The position accounts for 1.39% of the portfolio, ranked #24.

Forteris Wealth Management first reported a position in NTAP in Q4 2025 and has held it in 3 quarters since. 500 funds tracked by Wall St. Rank hold NTAP as of Q2 2026.

  • Forteris Wealth Management held 10,980 shares of NetApp worth $1.7M as of Q2 2026.
  • Forteris Wealth Management left its NetApp share count unchanged in Q2 2026.
  • NetApp made up 1.39% of Forteris Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Forteris Wealth Management first reported a position in NetApp in Q4 2025 and has held it in 3 quarters since.
  • 500 funds tracked by Wall St. Rank held NetApp as of Q2 2026.

Based on Forteris Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.