JWA
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JFS Wealth Advisors’s NetApp NTAP Stock Holding History

JFS 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
Q2 		$50.3K Buy
325
+15
+5% +$1.96K ﹤0.01% 550
2026
Q1 		$31.7K Sell
310
-5
-2% -$507 ﹤0.01% 620
2025
Q4 		$33.7K Buy
315
+201
+176% +$23K ﹤0.01% 617
2025
Q3 		$13.5K Hold
114
– – ﹤0.01% 805
2025
Q2 		$12.1K Sell
114
-12
-10% -$1.14K ﹤0.01% 802
2025
Q1 		$11.1K Sell
126
-2
-2% -$221 ﹤0.01% 848
2024
Q4 		$14.9K Hold
128
– – ﹤0.01% 729
2024
Q3 		$15.8K Buy
128
+3
+2% +$374 ﹤0.01% 696
2024
Q2 		$16.1K Sell
125
-3
-2% -$337 ﹤0.01% 649
2024
Q1 		$13.4K Hold
128
– – ﹤0.01% 725
2023
Q4 		$11.3K Buy
128
+37
+41% +$2.98K ﹤0.01% 738
2023
Q3 		$6.91K Buy
91
+10
+12% +$773 ﹤0.01% 861
2023
Q2 		$6.19K Sell
81
-8
-9% -$540 ﹤0.01% 909
2023
Q1 		$5.68K Buy
89
+29
+48% +$1.87K ﹤0.01% 938
2022
Q4 		$3.6K Sell
60
-12
-17% -$795 ﹤0.01% 1127
2022
Q3 		$4K Buy
72
+61
+555% +$4.24K ﹤0.01% 1088
2022
Q2 		$1K Sell
11
-53
-83% -$3.81K ﹤0.01% 1595
2022
Q1 		$5K Buy
64
+44
+220% +$3.83K ﹤0.01% 1051
2021
Q4 		$2K Buy
+20
New +$1.8K ﹤0.01% 1119
2016
Q2 		– Sell
-75
Closed -$2K – 587
2016
Q1 		$2K Buy
+75
New +$1.82K ﹤0.01% 525

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

JFS Wealth Advisors's NTAP Position: Q2 2026 in Review

JFS Wealth Advisors increased its NetApp (NTAP) stake by 4.8% in Q2 2026, buying an estimated $1.96K and bringing the position to 325 shares worth $50.3K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

JFS Wealth Advisors first reported a position in NTAP in Q1 2016 and has held it in 20 quarters since. 954 funds tracked by Wall St. Rank hold NTAP as of Q2 2026.

  • JFS Wealth Advisors held 325 shares of NetApp worth $50.3K as of Q2 2026.
  • JFS Wealth Advisors bought 15 NetApp shares in Q2 2026, an estimated $1.96K.
  • NetApp made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #550 holding.
  • JFS Wealth Advisors first reported a position in NetApp in Q1 2016 and has held it in 20 quarters since.
  • 954 funds tracked by Wall St. Rank held NetApp as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.