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 Q3	$2.11M	Buy	10,028 +497	+5%	+$91.7K	0.61%	47
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

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return

Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return

Forza Wealth Management's NTAP Position: Q3 2026 in Review

Forza Wealth Management increased its NetApp (NTAP) stake by 5.2% in Q3 2026, buying an estimated $91.7K and bringing the position to 10,028 shares worth $2.11M. The position accounts for 0.61% of the portfolio, ranked #47.

Forza Wealth Management first reported a position in NTAP in Q4 2022 and has held it in 16 quarters since. 249 funds tracked by Wall St. Rank hold NTAP as of Q3 2026.

Forza Wealth Management held 10,028 shares of NetApp worth $2.11M as of Q3 2026.
Forza Wealth Management bought 497 NetApp shares in Q3 2026, an estimated $91.7K.
NetApp made up 0.61% of Forza Wealth Management's portfolio in Q3 2026, its #47 holding.
Forza Wealth Management first reported a position in NetApp in Q4 2022 and has held it in 16 quarters since.
249 funds tracked by Wall St. Rank held NetApp as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.