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GoalVest Advisory’s NetApp NTAP Stock Holding History

GoalVest Advisory’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 		$14.5K Buy
+69
New +$12.7K ﹤0.01% 369
2026
Q1 		– Sell
-66
Closed -$7.07K – 517
2025
Q4 		$7.07K Buy
+66
New +$7.54K ﹤0.01% 447
2025
Q2 		– Sell
-3
Closed -$264 – 483
2025
Q1 		$264 Buy
+3
New +$332 ﹤0.01% 418
2022
Q2 		– Sell
-2
Closed – – 468
2022
Q1 		$0 Buy
+2
New +$174 ﹤0.01% 464

Other funds holding NTAP

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
RL
Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

GoalVest Advisory's NTAP Position: Q3 2026 in Review

GoalVest Advisory opened a new position in NetApp (NTAP) in Q3 2026: 69 shares worth $14.5K. The stake represents ﹤0.01% of the portfolio and ranks #369 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in NTAP as recently as Q4 2025.

GoalVest Advisory first reported a position in NTAP in Q1 2022 and has held it in 4 quarters since. 31 funds tracked by Wall St. Rank hold NTAP as of Q3 2026.

  • GoalVest Advisory held 69 shares of NetApp worth $14.5K as of Q3 2026.
  • NetApp was a new GoalVest Advisory position in Q3 2026.
  • NetApp made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #369 holding.
  • GoalVest Advisory first reported a position in NetApp in Q1 2022 and has held it in 4 quarters since.
  • 31 funds tracked by Wall St. Rank held NetApp as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.