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Marshall Financial Group (Maryland)’s NetApp NTAP Stock Holding History

Marshall Financial Group (Maryland)’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 		$362K Sell
2,340
-6,774
-74% -$885K 0.05% 238
2026
Q1 		$933K Buy
9,114
+166
+2% +$16.8K 0.15% 127
2025
Q4 		$958K Sell
8,948
-1,212
-12% -$138K 0.19% 122
2025
Q3 		$1.2M Buy
10,160
+453
+5% +$50.7K 0.23% 104
2025
Q2 		$1.02M Buy
+9,707
New +$921K 0.2% 119

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

Marshall Financial Group (Maryland)'s NTAP Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its NetApp (NTAP) stake by 74% in Q2 2026, selling an estimated $885K and leaving 2,340 shares worth $362K. The position accounts for 0.05% of the portfolio, ranked #238.

Marshall Financial Group (Maryland) first reported a position in NTAP in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.2M in Q3 2025. 956 funds tracked by Wall St. Rank hold NTAP as of Q2 2026.

  • Marshall Financial Group (Maryland) held 2,340 shares of NetApp worth $362K as of Q2 2026.
  • Marshall Financial Group (Maryland) sold 6,774 NetApp shares in Q2 2026, an estimated $885K.
  • NetApp made up 0.05% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #238 holding.
  • Marshall Financial Group (Maryland) first reported a position in NetApp in Q2 2025 and has held it in 5 quarters since.
  • Marshall Financial Group (Maryland)'s NetApp position peaked at $1.2M in Q3 2025.
  • 956 funds tracked by Wall St. Rank held NetApp as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.