HWM
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HB Wealth Management’s NetApp NTAP Stock Holding History

HB 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 		$1.11M Buy
7,152
+39
+0.5% +$5.1K 0.01% 701
2026
Q1 		$728K Buy
7,113
+762
+12% +$77.3K ﹤0.01% 803
2025
Q4 		$680K Buy
6,351
+128
+2% +$14.6K ﹤0.01% 762
2025
Q3 		$737K Buy
6,223
+1,345
+28% +$150K 0.01% 702
2025
Q2 		$520K Buy
4,878
+1,108
+29% +$105K ﹤0.01% 730
2025
Q1 		$331K Buy
3,770
+566
+18% +$62.6K ﹤0.01% 922
2024
Q4 		$372K Buy
3,204
+184
+6% +$22.5K ﹤0.01% 732
2024
Q3 		$373K Buy
3,020
+331
+12% +$41.3K ﹤0.01% 683
2024
Q2 		$346K Buy
2,689
+228
+9% +$25.6K ﹤0.01% 661
2024
Q1 		$258K Sell
2,461
-81
-3% -$7.51K ﹤0.01% 711
2023
Q4 		$224K Sell
2,542
-295
-10% -$23.7K ﹤0.01% 707
2023
Q3 		$215K Buy
+2,837
New +$219K ﹤0.01% 686
2022
Q3 		– Sell
-5,166
Closed -$337K – 606
2022
Q2 		$337K Buy
+5,166
New +$372K 0.01% 416

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

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

HB Wealth Management increased its NetApp (NTAP) stake by 0.55% in Q2 2026, buying an estimated $5.1K and bringing the position to 7,152 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #701.

HB Wealth Management first reported a position in NTAP in Q2 2022 and has held it in 13 quarters since. 956 funds tracked by Wall St. Rank hold NTAP as of Q2 2026.

  • HB Wealth Management held 7,152 shares of NetApp worth $1.11M as of Q2 2026.
  • HB Wealth Management bought 39 NetApp shares in Q2 2026, an estimated $5.1K.
  • NetApp made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #701 holding.
  • HB Wealth Management first reported a position in NetApp in Q2 2022 and has held it in 13 quarters since.
  • 956 funds tracked by Wall St. Rank held NetApp as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.