Heritage Wealth Advisors’s NetApp NTAP Stock Holding History

Heritage 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
2026 Q1	–	Sell	-2,730	Closed	-$292K	–	697
2025 Q4	$292K	Hold	2,730	–	–	0.01%	189
2025 Q3	$323K	Hold	2,730	–	–	0.01%	165
2025 Q2	$291K	Hold	2,730	–	–	0.01%	175
2025 Q1	$240K	Hold	2,730	–	–	0.01%	181
2024 Q4	$317K	Hold	2,730	–	–	0.02%	163
2024 Q3	$337K	Hold	2,730	–	–	0.02%	168
2024 Q2	$352K	Hold	2,730	–	–	0.02%	158
2024 Q1	$287K	Hold	2,730	–	–	0.01%	180
2023 Q4	$241K	Hold	2,730	–	–	0.01%	196
2023 Q3	$207K	Hold	2,730	–	–	0.01%	200
2023 Q2	$209K	Hold	2,730	–	–	0.01%	203
2023 Q1	$174K	Hold	2,730	–	–	0.01%	212
2022 Q4	$164K	Hold	2,730	–	–	0.01%	228
2022 Q3	$169K	Hold	2,730	–	–	0.01%	213
2022 Q2	$178K	Hold	2,730	–	–	0.01%	208
2022 Q1	$227K	Hold	2,730	–	–	0.01%	192
2021 Q4	$251K	Hold	2,730	–	–	0.01%	185
2021 Q3	$245K	Hold	2,730	–	–	0.02%	182
2021 Q2	$223K	Hold	2,730	–	–	0.01%	194
2021 Q1	$198K	Hold	2,730	–	–	0.01%	204
2020 Q4	$181K	Hold	2,730	–	–	0.01%	206
2020 Q3	$120K	Hold	2,730	–	–	0.02%	191
2020 Q2	$121K	Hold	2,730	–	–	0.02%	181
2020 Q1	$114K	Sell	2,730 -13	-0.5%	-$672	0.02%	180
2019 Q4	$171K	Buy	2,743 +13	+0.5%	+$758	0.02%	182
2019 Q3	$143K	Buy	+2,730	New	+$146K	0.02%	185

Other funds holding NTAP

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Heritage Wealth Advisors's NTAP Position: Q1 2026 in Review

Heritage Wealth Advisors sold out of NetApp (NTAP) in Q1 2026, closing a stake of 2,730 shares — an estimated $292K sold.

Heritage Wealth Advisors first reported a position in NTAP in Q3 2019 and held it in 26 quarters. The position peaked at $352K in Q2 2024. 865 funds tracked by Wall St. Rank hold NTAP as of Q1 2026.

Heritage Wealth Advisors reported no remaining NetApp position as of Q1 2026 after selling out during the quarter.
Heritage Wealth Advisors sold 2,730 NetApp shares in Q1 2026, an estimated $292K.
Heritage Wealth Advisors first reported a position in NetApp in Q3 2019 and held it in 26 quarters.
Heritage Wealth Advisors's NetApp position peaked at $352K in Q2 2024.
865 funds tracked by Wall St. Rank held NetApp as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.