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Litman Gregory Wealth Management’s NetApp NTAP Stock Holding History

Litman Gregory 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
2025
Q4 		$194K Buy
+1,814
New +$207K 0.01% 147
2018
Q2 		– Sell
-300
Closed -$19K – 145
2018
Q1 		$19K Buy
+300
New +$18.3K 0.01% 129

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 $3.38T AUM 44.17% 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
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Litman Gregory Wealth Management's NTAP Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in NetApp (NTAP) in Q4 2025: 1,814 shares worth $194K. The stake represents 0.01% of the portfolio and ranks #147 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in NTAP as recently as Q1 2018.

Litman Gregory Wealth Management first reported a position in NTAP in Q1 2018 and has held it in 2 quarters since. 906 funds tracked by Wall St. Rank hold NTAP as of Q4 2025.

  • Litman Gregory Wealth Management held 1,814 shares of NetApp worth $194K as of Q4 2025.
  • NetApp was a new Litman Gregory Wealth Management position in Q4 2025.
  • NetApp made up 0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #147 holding.
  • Litman Gregory Wealth Management first reported a position in NetApp in Q1 2018 and has held it in 2 quarters since.
  • 906 funds tracked by Wall St. Rank held NetApp as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.