Kingswood Wealth Advisors’s NetApp NTAP Stock Holding History

Kingswood 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	$203K	Buy	+1,312	New	+$171K	0.01%	942
2025 Q2	–	Sell	-3,837	Closed	-$337K	–	777
2025 Q1	$337K	Buy	3,837 +872	+29%	+$96.4K	0.03%	504
2024 Q4	$344K	Sell	2,965 -4,266	-59%	-$521K	0.03%	558
2024 Q3	$893K	Buy	7,231 +1,166	+19%	+$145K	0.06%	323
2024 Q2	$781K	Sell	6,065 -95	-2%	-$10.7K	0.07%	287
2024 Q1	$647K	Sell	6,160 -119	-2%	-$11K	0.07%	284
2023 Q4	$554K	Buy	6,279 +158	+3%	+$12.7K	0.06%	320
2023 Q3	$464K	Buy	+6,121	New	+$473K	0.08%	262

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

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

Kingswood Wealth Advisors opened a new position in NetApp (NTAP) in Q2 2026: 1,312 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #942 among its holdings. This is a return to the name: Kingswood Wealth Advisors previously reported a position in NTAP as recently as Q1 2025.

Kingswood Wealth Advisors first reported a position in NTAP in Q3 2023 and has held it in 8 quarters since. The position peaked at $893K in Q3 2024. 968 funds tracked by Wall St. Rank hold NTAP as of Q2 2026.

Kingswood Wealth Advisors held 1,312 shares of NetApp worth $203K as of Q2 2026.
NetApp was a new Kingswood Wealth Advisors position in Q2 2026.
NetApp made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #942 holding.
Kingswood Wealth Advisors first reported a position in NetApp in Q3 2023 and has held it in 8 quarters since.
Kingswood Wealth Advisors's NetApp position peaked at $893K in Q3 2024.
968 funds tracked by Wall St. Rank held NetApp as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.