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Forum Financial Management’s NetApp NTAP Stock Holding History

Forum Financial 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
Q1 		– Sell
-3,475
Closed -$372K – 758
2025
Q4 		$372K Sell
3,475
-24
-0.7% -$2.74K ﹤0.01% 630
2025
Q3 		$414K Sell
3,499
-2
-0.1% -$224 0.01% 554
2025
Q2 		$373K Buy
+3,501
New +$332K 0.01% 539
2025
Q1 		– Sell
-2,053
Closed -$238K – 914
2024
Q4 		$238K Sell
2,053
-7
-0.3% -$855 ﹤0.01% 758
2024
Q3 		$254K Sell
2,060
-37
-2% -$4.61K ﹤0.01% 600
2024
Q2 		$270K Sell
2,097
-83
-4% -$9.32K ﹤0.01% 524
2024
Q1 		$229K Buy
+2,180
New +$202K ﹤0.01% 638
2022
Q1 		– Sell
-2,358
Closed -$217K – 658
2021
Q4 		$217K Buy
+2,358
New +$213K 0.01% 581

Other funds holding NTAP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Forum Financial Management's NTAP Position: Q1 2026 in Review

Forum Financial Management sold out of NetApp (NTAP) in Q1 2026, closing a stake of 3,475 shares — an estimated $372K sold.

Forum Financial Management first reported a position in NTAP in Q4 2021 and held it in 8 quarters. The position peaked at $414K in Q3 2025. 859 funds tracked by Wall St. Rank hold NTAP as of Q1 2026.

  • Forum Financial Management reported no remaining NetApp position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 3,475 NetApp shares in Q1 2026, an estimated $372K.
  • Forum Financial Management first reported a position in NetApp in Q4 2021 and held it in 8 quarters.
  • Forum Financial Management's NetApp position peaked at $414K in Q3 2025.
  • 859 funds tracked by Wall St. Rank held NetApp as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.