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 Q2	$976K	Sell	6,308 -3,562	-36%	-$466K	0.01%	913
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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

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

Norges Bank Oslo, Norway $1T AUM

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

Kestra Private Wealth Services's NTAP Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its NetApp (NTAP) stake by 36% in Q2 2026, selling an estimated $466K and leaving 6,308 shares worth $976K. The position accounts for 0.01% of the portfolio, ranked #913.

Kestra Private Wealth Services first reported a position in NTAP in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.56M in Q4 2025. 968 funds tracked by Wall St. Rank hold NTAP as of Q2 2026.

Kestra Private Wealth Services held 6,308 shares of NetApp worth $976K as of Q2 2026.
Kestra Private Wealth Services sold 3,562 NetApp shares in Q2 2026, an estimated $466K.
NetApp made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #913 holding.
Kestra Private Wealth Services first reported a position in NetApp in Q2 2024 and has held it in 7 quarters since.
Kestra Private Wealth Services's NetApp position peaked at $1.56M in Q4 2025.
968 funds tracked by Wall St. Rank held NetApp as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.