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Laurel Oak Wealth Management’s NetApp NTAP Stock Holding History

Laurel Oak 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
Q2 		$541K Sell
3,495
-998
-22% -$130K 0.08% 189
2026
Q1 		$460K Buy
4,493
+2
+0% +$203 0.08% 211
2025
Q4 		$481K Buy
+4,491
New +$513K 0.08% 191

Other funds holding NTAP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Laurel Oak Wealth Management's NTAP Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its NetApp (NTAP) stake by 22% in Q2 2026, selling an estimated $130K and leaving 3,495 shares worth $541K. The position accounts for 0.08% of the portfolio, ranked #189.

Laurel Oak Wealth Management first reported a position in NTAP in Q4 2025 and has held it in 3 quarters since. 956 funds tracked by Wall St. Rank hold NTAP as of Q2 2026.

  • Laurel Oak Wealth Management held 3,495 shares of NetApp worth $541K as of Q2 2026.
  • Laurel Oak Wealth Management sold 998 NetApp shares in Q2 2026, an estimated $130K.
  • NetApp made up 0.08% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #189 holding.
  • Laurel Oak Wealth Management first reported a position in NetApp in Q4 2025 and has held it in 3 quarters since.
  • 956 funds tracked by Wall St. Rank held NetApp as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.