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Lifeworks Advisors’s NetApp NTAP Stock Holding History

Lifeworks 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
Q1 		$5.19M Buy
50,685
+9,952
+24% +$1.01M 0.67% 54
2025
Q4 		$4.36M Buy
40,733
+5,251
+15% +$600K 0.56% 61
2025
Q3 		$4.2M Buy
35,482
+4,113
+13% +$460K 0.56% 62
2025
Q2 		$3.34M Buy
31,369
+2,894
+10% +$275K 0.5% 62
2025
Q1 		$2.5M Buy
28,475
+3,499
+14% +$387K 0.42% 67
2024
Q4 		$2.9M Buy
24,976
+3,522
+16% +$430K 0.52% 59
2024
Q3 		$2.65M Buy
21,454
+171
+0.8% +$21.3K 0.52% 59
2024
Q2 		$2.74M Sell
21,283
-603
-3% -$67.7K 0.76% 37
2024
Q1 		$2.3M Buy
21,886
+2,674
+14% +$248K 0.64% 50
2023
Q4 		$1.69M Buy
19,212
+2,817
+17% +$227K 0.58% 54
2023
Q3 		$1.24M Sell
16,395
-3,961
-19% -$306K 0.48% 63
2023
Q2 		$1.56M Buy
20,356
+2,870
+16% +$194K 0.66% 48
2023
Q1 		$1.12M Buy
17,486
+1,290
+8% +$83.3K 0.53% 69
2022
Q4 		$973K Buy
16,196
+578
+4% +$38.3K 0.55% 65
2022
Q3 		$1.08M Buy
15,618
+255
+2% +$17.7K 0.62% 56
2022
Q2 		$1M Buy
15,363
+2,310
+18% +$166K 0.64% 49
2022
Q1 		$1.08M Buy
13,053
+7,281
+126% +$633K 0.72% 46
2021
Q4 		$531K Buy
+5,772
New +$520K 0.42% 70

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

Lifeworks Advisors's NTAP Position: Q1 2026 in Review

Lifeworks Advisors increased its NetApp (NTAP) stake by 24% in Q1 2026, buying an estimated $1.01M and bringing the position to 50,685 shares worth $5.19M. The position accounts for 0.67% of the portfolio, ranked #54.

Lifeworks Advisors first reported a position in NTAP in Q4 2021 and has held it in 18 quarters since. 858 funds tracked by Wall St. Rank hold NTAP as of Q1 2026.

  • Lifeworks Advisors held 50,685 shares of NetApp worth $5.19M as of Q1 2026.
  • Lifeworks Advisors bought 9,952 NetApp shares in Q1 2026, an estimated $1.01M.
  • NetApp made up 0.67% of Lifeworks Advisors's portfolio in Q1 2026, its #54 holding.
  • Lifeworks Advisors first reported a position in NetApp in Q4 2021 and has held it in 18 quarters since.
  • 858 funds tracked by Wall St. Rank held NetApp as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.