Forza Wealth Management’s NetApp NTAP Stock Holding History

Forza 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	$1.48M	Sell	9,531 -300	-3%	-$39.2K	0.45%	55
2026 Q1	$1.01M	Buy	9,831 +152	+2%	+$15.4K	0.35%	70
2025 Q4	$1.04M	Buy	9,679 +902	+10%	+$103K	0.37%	65
2025 Q3	$1.04M	Buy	8,777 +247	+3%	+$27.6K	0.4%	58
2025 Q2	$909K	Buy	8,530 +514	+6%	+$48.8K	0.37%	68
2025 Q1	$704K	Buy	8,016 +53	+0.7%	+$5.86K	0.32%	80
2024 Q4	$924K	Buy	7,963 +83	+1%	+$10.1K	0.42%	62
2024 Q3	$973K	Buy	7,880 +1,034	+15%	+$129K	0.45%	61
2024 Q2	$882K	Hold	6,846	–	–	0.45%	59
2024 Q1	$719K	Hold	6,846	–	–	0.37%	72
2023 Q4	$604K	Hold	6,846	–	–	0.33%	85
2023 Q3	$519K	Hold	6,846	–	–	0.27%	108
2023 Q2	$523K	Hold	6,846	–	–	0.26%	107
2023 Q1	$437K	Buy	6,846 +1,238	+22%	+$80K	0.23%	130
2022 Q4	$337K	Buy	+5,608	New	+$372K	0.22%	111

Other funds holding NTAP

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Forza Wealth Management reduced its NetApp (NTAP) stake by 3.1% in Q2 2026, selling an estimated $39.2K and leaving 9,531 shares worth $1.48M. The position accounts for 0.45% of the portfolio, ranked #55.

Forza Wealth Management first reported a position in NTAP in Q4 2022 and has held it in 15 quarters since. 140 funds tracked by Wall St. Rank hold NTAP as of Q2 2026.

Forza Wealth Management held 9,531 shares of NetApp worth $1.48M as of Q2 2026.
Forza Wealth Management sold 300 NetApp shares in Q2 2026, an estimated $39.2K.
NetApp made up 0.45% of Forza Wealth Management's portfolio in Q2 2026, its #55 holding.
Forza Wealth Management first reported a position in NetApp in Q4 2022 and has held it in 15 quarters since.
140 funds tracked by Wall St. Rank held NetApp as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.