Heartwood Wealth Advisors’s NetApp NTAP Stock Holding History

Heartwood Wealth Advisors’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
2025 Q4	–	Sell	-17	Closed	-$2.01K	–	471
2025 Q3	$2.01K	Buy	+17	New	+$1.9K	﹤0.01%	498

Other funds holding NTAP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Norges Bank Oslo, Norway $1T AUM

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Heartwood Wealth Advisors's NTAP Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of NetApp (NTAP) in Q4 2025, closing a stake of 17 shares — an estimated $2.01K sold.

Heartwood Wealth Advisors first reported a position in NTAP in Q3 2025 and held it in 1 quarter. The position peaked at $2.01K in Q3 2025. 905 funds tracked by Wall St. Rank hold NTAP as of Q4 2025.

Heartwood Wealth Advisors reported no remaining NetApp position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 17 NetApp shares in Q4 2025, an estimated $2.01K.
Heartwood Wealth Advisors first reported a position in NetApp in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's NetApp position peaked at $2.01K in Q3 2025.
905 funds tracked by Wall St. Rank held NetApp as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.