GeoWealth Management’s NetApp NTAP Stock Holding History

GeoWealth 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	$286K	Buy	1,847 +213	+13%	+$27.8K	0.01%	673
2026 Q1	$167K	Buy	+1,634	New	+$166K	0.01%	754
2025 Q3	–	Sell	-684	Closed	-$72.9K	–	1062
2025 Q2	$72.9K	Sell	684 -99	-13%	-$9.39K	﹤0.01%	881
2025 Q1	$68.8K	Sell	783 -937	-54%	-$104K	﹤0.01%	850
2024 Q4	$200K	Sell	1,720 -2,000	-54%	-$244K	0.01%	765
2024 Q3	$459K	Buy	3,720 +1,890	+103%	+$236K	0.02%	481
2024 Q2	$236K	Buy	+1,830	New	+$205K	0.01%	642
2024 Q1	–	Sell	-2,548	Closed	-$225K	–	891
2023 Q4	$225K	Buy	+2,548	New	+$205K	0.02%	476

Other funds holding NTAP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GeoWealth Management's NTAP Position: Q2 2026 in Review

GeoWealth Management increased its NetApp (NTAP) stake by 13% in Q2 2026, buying an estimated $27.8K and bringing the position to 1,847 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #673.

GeoWealth Management first reported a position in NTAP in Q4 2023 and has held it in 8 quarters since. The position peaked at $459K in Q3 2024. 956 funds tracked by Wall St. Rank hold NTAP as of Q2 2026.

GeoWealth Management held 1,847 shares of NetApp worth $286K as of Q2 2026.
GeoWealth Management bought 213 NetApp shares in Q2 2026, an estimated $27.8K.
NetApp made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #673 holding.
GeoWealth Management first reported a position in NetApp in Q4 2023 and has held it in 8 quarters since.
GeoWealth Management's NetApp position peaked at $459K in Q3 2024.
956 funds tracked by Wall St. Rank held NetApp as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.