Iron Horse Wealth Management’s NetApp NTAP Stock Holding History

Iron Horse 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
2025 Q2	$1.28K	Sell	12 -3	-20%	-$285	﹤0.01%	508
2025 Q1	$1.32K	Buy	15 +3	+25%	+$332	﹤0.01%	494
2024 Q4	$1.39K	Hold	12	–	–	﹤0.01%	415
2024 Q3	$1.48K	Hold	12	–	–	﹤0.01%	407
2024 Q2	$1.55K	Hold	12	–	–	﹤0.01%	380
2024 Q1	$1.26K	Hold	12	–	–	﹤0.01%	384
2023 Q4	$1.06K	Hold	12	–	–	﹤0.01%	418
2023 Q3	$911	Buy	+12	New	+$927	﹤0.01%	435

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

BGC

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

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

Iron Horse Wealth Management's NTAP Position: Q2 2025 in Review

Iron Horse Wealth Management reduced its NetApp (NTAP) stake by 20% in Q2 2025, selling an estimated $285 and leaving 12 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

Iron Horse Wealth Management first reported a position in NTAP in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.55K in Q2 2024. 847 funds tracked by Wall St. Rank hold NTAP as of Q2 2025.

Iron Horse Wealth Management held 12 shares of NetApp worth $1.28K as of Q2 2025.
Iron Horse Wealth Management sold 3 NetApp shares in Q2 2025, an estimated $285.
NetApp made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #508 holding.
Iron Horse Wealth Management first reported a position in NetApp in Q3 2023 and has held it in 8 quarters since.
Iron Horse Wealth Management's NetApp position peaked at $1.55K in Q2 2024.
847 funds tracked by Wall St. Rank held NetApp as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.