Kestra Private Wealth Services’s NetApp NTAP Stock Holding History

Kestra Private Wealth Services’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	$1.01M	Sell	9,870 -4,688	-32%	-$476K	0.01%	837
2025 Q4	$1.56M	Buy	14,558 +4,986	+52%	+$569K	0.02%	630
2025 Q3	$1.13M	Buy	9,572 +1,503	+19%	+$168K	0.01%	721
2025 Q2	$860K	Buy	+8,069	New	+$765K	0.01%	800
2024 Q4	–	Sell	-2,482	Closed	-$307K	–	1474
2024 Q3	$307K	Buy	2,482 +120	+5%	+$15K	0.01%	1075
2024 Q2	$304K	Buy	+2,362	New	+$265K	0.01%	1041

Other funds holding NTAP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kestra Private Wealth Services's NTAP Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its NetApp (NTAP) stake by 32% in Q1 2026, selling an estimated $476K and leaving 9,870 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #837.

Kestra Private Wealth Services first reported a position in NTAP in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.56M in Q4 2025. 855 funds tracked by Wall St. Rank hold NTAP as of Q1 2026.

Kestra Private Wealth Services held 9,870 shares of NetApp worth $1.01M as of Q1 2026.
Kestra Private Wealth Services sold 4,688 NetApp shares in Q1 2026, an estimated $476K.
NetApp made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #837 holding.
Kestra Private Wealth Services first reported a position in NetApp in Q2 2024 and has held it in 6 quarters since.
Kestra Private Wealth Services's NetApp position peaked at $1.56M in Q4 2025.
855 funds tracked by Wall St. Rank held NetApp as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.