Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s NetApp NTAP Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-88,824
Closed -$10.5M – 1029
2025
Q3 		$10.5M Buy
88,824
+1,285
+1% +$144K 0.04% 320
2025
Q2 		$9.33M Buy
87,539
+1,636
+2% +$155K 0.04% 324
2025
Q1 		$7.55M Sell
85,903
-2,412
-3% -$267K 0.04% 322
2024
Q4 		$10.3M Buy
88,315
+1,606
+2% +$196K 0.05% 261
2024
Q3 		$10.3M Buy
86,709
+11,831
+16% +$1.48M 0.07% 221
2024
Q2 		$9.64M Sell
74,878
-1,586
-2% -$178K 0.08% 184
2024
Q1 		$8.03M Sell
76,464
-26,329
-26% -$2.44M 0.1% 145
2023
Q4 		$9.06M Sell
102,793
-1,842
-2% -$148K 0.15% 78
2023
Q3 		$7.94M Sell
104,635
-1,439
-1% -$111K 0.14% 86
2023
Q2 		$8.1M Sell
106,074
-408
-0.4% -$27.6K 0.12% 88
2023
Q1 		$6.8M Buy
106,482
+2,321
+2% +$150K 0.12% 109
2022
Q4 		$6.26M Buy
104,161
+302
+0.3% +$20K 0.12% 117
2022
Q3 		$6.42M Sell
103,859
-405
-0.4% -$28.2K 0.15% 99
2022
Q2 		$6.8M Buy
104,264
+63
+0.1% +$4.53K 0.15% 103
2022
Q1 		$8.65M Buy
104,201
+5,942
+6% +$517K 0.16% 89
2021
Q4 		$6.51M Sell
98,259
-1,288
-1% -$116K 0.15% 97
2021
Q3 		$8.94M Sell
99,547
-488
-0.5% -$41.2K 0.18% 83
2021
Q2 		$8.19M Sell
100,035
-92
-0.1% -$7.19K 0.16% 96
2021
Q1 		$7.28M Buy
100,127
+1,868
+2% +$126K 0.17% 92
2020
Q4 		$6.51M Sell
98,259
-3,606
-4% -$191K 0.16% 95
2020
Q3 		$4.47M Buy
101,865
+496
+0.5% +$21.6K 0.13% 118
2020
Q2 		$4.5M Buy
101,369
+21,397
+27% +$919K 0.14% 110
2020
Q1 		$3.33M Sell
79,972
-135
-0.2% -$6.98K 0.12% 127
2019
Q4 		$4.99M Buy
80,107
+514
+0.6% +$30K 0.15% 103
2019
Q3 		$4.18M Buy
79,593
+826
+1% +$44.3K 0.13% 126
2019
Q2 		$4.86M Buy
78,767
+65,942
+514% +$4.45M 0.15% 104
2019
Q1 		$889K Sell
12,825
-183
-1% -$11.8K 0.03% 288
2018
Q4 		$776K Buy
+13,008
New +$935K 0.03% 211

Other funds holding NTAP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Kovitz Investment Group Partners's NTAP Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of NetApp (NTAP) in Q4 2025, closing a stake of 88,824 shares — an estimated $10.5M sold.

Kovitz Investment Group Partners first reported a position in NTAP in Q4 2018 and held it in 28 quarters. The position peaked at $10.5M in Q3 2025. 902 funds tracked by Wall St. Rank hold NTAP as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining NetApp position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 88,824 NetApp shares in Q4 2025, an estimated $10.5M.
  • Kovitz Investment Group Partners first reported a position in NetApp in Q4 2018 and held it in 28 quarters.
  • Kovitz Investment Group Partners's NetApp position peaked at $10.5M in Q3 2025.
  • 902 funds tracked by Wall St. Rank held NetApp as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.