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Marshall & Sterling Wealth Advisors’s NetApp NTAP Stock Holding History

Marshall & Sterling Wealth 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
2025
Q4 		– Sell
-57
Closed -$6.75K – 531
2025
Q3 		$6.75K Hold
57
– – ﹤0.01% 442
2025
Q2 		$6.07K Buy
+57
New +$5.41K ﹤0.01% 452

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

Marshall & Sterling Wealth Advisors's NTAP Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of NetApp (NTAP) in Q4 2025, closing a stake of 57 shares — an estimated $6.75K sold.

Marshall & Sterling Wealth Advisors first reported a position in NTAP in Q2 2025 and held it in 2 quarters. The position peaked at $6.75K in Q3 2025. 905 funds tracked by Wall St. Rank hold NTAP as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining NetApp position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 57 NetApp shares in Q4 2025, an estimated $6.75K.
  • Marshall & Sterling Wealth Advisors first reported a position in NetApp in Q2 2025 and held it in 2 quarters.
  • Marshall & Sterling Wealth Advisors's NetApp position peaked at $6.75K in Q3 2025.
  • 905 funds tracked by Wall St. Rank held NetApp as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.