LMFP
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Larry Mathis Financial Planning’s NetApp NTAP Stock Holding History

Larry Mathis Financial Planning’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 		$238M Buy
+1,535
New +$201K 0.19% 121

Other funds holding NTAP

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Larry Mathis Financial Planning's NTAP Position: Q2 2026 in Review

Larry Mathis Financial Planning opened a new position in NetApp (NTAP) in Q2 2026: 1,535 shares worth $238M. The stake represents 0.19% of the portfolio and ranks #121 among its holdings.

112 funds tracked by Wall St. Rank hold NTAP as of Q2 2026.

  • Larry Mathis Financial Planning held 1,535 shares of NetApp worth $238M as of Q2 2026.
  • NetApp was a new Larry Mathis Financial Planning position in Q2 2026.
  • NetApp made up 0.19% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #121 holding.
  • 112 funds tracked by Wall St. Rank held NetApp as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.