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Forvis Mazars Wealth Advisors’s NetApp NTAP Stock Holding History

Forvis Mazars 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 		$455K Hold
2,942
– – 0.01% 321
2026
Q1 		$301K Buy
2,942
+127
+5% +$12.9K 0.01% 355
2025
Q4 		$301K Buy
2,815
+62
+2% +$7.08K 0.01% 353
2025
Q3 		$326K Buy
2,753
+335
+14% +$37.5K 0.01% 342
2025
Q2 		$258K Buy
+2,418
New +$229K 0.01% 367
2025
Q1 		– Sell
-2,248
Closed -$261K – 415
2024
Q4 		$261K Sell
2,248
-45
-2% -$5.5K 0.01% 388
2024
Q3 		$283K Buy
2,293
+38
+2% +$4.74K 0.01% 390
2024
Q2 		$290K Hold
2,255
– – 0.01% 355
2024
Q1 		$237K Buy
+2,255
New +$209K 0.01% 372
2018
Q4 		– Sell
-5,930
Closed -$509K – 242
2018
Q3 		$509K Buy
+5,930
New +$490K 0.04% 143

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

Forvis Mazars Wealth Advisors's NTAP Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors held its NetApp (NTAP) position steady in Q2 2026 at 2,942 shares worth $455K. The position accounts for 0.01% of the portfolio, ranked #321.

Forvis Mazars Wealth Advisors first reported a position in NTAP in Q3 2018 and has held it in 10 quarters since. The position peaked at $509K in Q3 2018. 956 funds tracked by Wall St. Rank hold NTAP as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 2,942 shares of NetApp worth $455K as of Q2 2026.
  • Forvis Mazars Wealth Advisors left its NetApp share count unchanged in Q2 2026.
  • NetApp made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #321 holding.
  • Forvis Mazars Wealth Advisors first reported a position in NetApp in Q3 2018 and has held it in 10 quarters since.
  • Forvis Mazars Wealth Advisors's NetApp position peaked at $509K in Q3 2018.
  • 956 funds tracked by Wall St. Rank held NetApp as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.