KWM
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Kingsview Wealth Management’s NetApp NTAP Stock Holding History

Kingsview 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
2026
Q1 		$514K Sell
5,023
-488
-9% -$49.5K 0.01% 893
2025
Q4 		$590K Sell
5,511
-673
-11% -$76.9K 0.01% 791
2025
Q3 		$733K Buy
6,184
+180
+3% +$20.1K 0.01% 690
2025
Q2 		$640K Sell
6,004
-337
-5% -$32K 0.01% 687
2025
Q1 		$557K Sell
6,341
-17,800
-74% -$1.97M 0.01% 690
2024
Q4 		$2.8M Buy
24,141
+16,311
+208% +$1.99M 0.05% 314
2024
Q3 		$967K Sell
7,830
-1,671
-18% -$208K 0.02% 544
2024
Q2 		$1.22M Sell
9,501
-78,497
-89% -$8.81M 0.03% 460
2024
Q1 		$9.24M Sell
87,998
-1,275
-1% -$118K 0.23% 89
2023
Q4 		$7.87M Buy
89,273
+2,392
+3% +$193K 0.24% 103
2023
Q3 		$6.59M Buy
86,881
+36,905
+74% +$2.85M 0.24% 101
2023
Q2 		$3.82M Buy
49,976
+144
+0.3% +$9.73K 0.15% 150
2023
Q1 		$3.18M Buy
49,832
+338
+0.7% +$21.8K 0.13% 171
2022
Q4 		$2.97M Buy
49,494
+4,486
+10% +$297K 0.13% 186
2022
Q3 		$2.78M Buy
45,008
+5,336
+13% +$371K 0.13% 174
2022
Q2 		$2.59M Buy
39,672
+2,984
+8% +$215K 0.12% 183
2022
Q1 		$3.05M Sell
36,688
-3,599
-9% -$313K 0.13% 170
2021
Q4 		$3.71M Buy
40,287
+11,976
+42% +$1.08M 0.15% 145
2021
Q3 		$2.54M Buy
28,311
+3,469
+14% +$293K 0.12% 187
2021
Q2 		$2.04M Buy
24,842
+5,932
+31% +$463K 0.1% 218
2021
Q1 		$1.39M Buy
+18,910
New +$1.27M 0.08% 261

Other funds holding NTAP

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kingsview Wealth Management's NTAP Position: Q1 2026 in Review

Kingsview Wealth Management reduced its NetApp (NTAP) stake by 8.9% in Q1 2026, selling an estimated $49.5K and leaving 5,023 shares worth $514K. The position accounts for 0.01% of the portfolio, ranked #893.

Kingsview Wealth Management first reported a position in NTAP in Q1 2021 and has held it in 21 quarters since. The position peaked at $9.24M in Q1 2024. 855 funds tracked by Wall St. Rank hold NTAP as of Q1 2026.

  • Kingsview Wealth Management held 5,023 shares of NetApp worth $514K as of Q1 2026.
  • Kingsview Wealth Management sold 488 NetApp shares in Q1 2026, an estimated $49.5K.
  • NetApp made up 0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #893 holding.
  • Kingsview Wealth Management first reported a position in NetApp in Q1 2021 and has held it in 21 quarters since.
  • Kingsview Wealth Management's NetApp position peaked at $9.24M in Q1 2024.
  • 855 funds tracked by Wall St. Rank held NetApp as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.