MWM
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Mission Wealth Management’s NetApp NTAP Stock Holding History

Mission 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
Q1 		$464K Buy
4,528
+123
+3% +$12.5K 0.01% 514
2025
Q4 		$472K Buy
4,405
+1
+0% +$114 0.01% 502
2025
Q3 		$522K Buy
4,404
+49
+1% +$5.48K 0.01% 476
2025
Q2 		$464K Buy
4,355
+3
+0.1% +$285 0.01% 489
2025
Q1 		$382K Buy
4,352
+658
+18% +$72.7K 0.01% 519
2024
Q4 		$429K Sell
3,694
-92
-2% -$11.2K 0.01% 456
2024
Q3 		$468K Buy
3,786
+106
+3% +$13.2K 0.01% 445
2024
Q2 		$474K Buy
3,680
+40
+1% +$4.49K 0.01% 423
2024
Q1 		$382K Buy
3,640
+1
+0% +$93 0.01% 499
2023
Q4 		$321K Buy
3,639
+115
+3% +$9.26K 0.01% 457
2023
Q3 		$267K Buy
3,524
+1
+0% +$77 0.01% 459
2023
Q2 		$269K Buy
3,523
+6
+0.2% +$405 0.01% 459
2023
Q1 		$225K Buy
3,517
+4
+0.1% +$258 0.01% 486
2022
Q4 		$211K Buy
3,513
+10
+0.3% +$663 0.01% 479
2022
Q3 		$217K Hold
3,503
– – 0.01% 450
2022
Q2 		$229K Buy
3,503
+198
+6% +$14.2K 0.01% 453
2022
Q1 		$274K Buy
3,305
+1
+0% +$87 0.01% 440
2021
Q4 		$304K Hold
3,304
– – 0.01% 433
2021
Q3 		$297K Buy
3,304
+2
+0.1% +$169 0.02% 410
2021
Q2 		$270K Buy
3,302
+302
+10% +$23.6K 0.01% 421
2021
Q1 		$218K Sell
3,000
-675
-18% -$45.4K 0.01% 418
2020
Q4 		$243K Buy
+3,675
New +$194K 0.02% 368
2020
Q1 		– Sell
-5,875
Closed -$366K – 335
2019
Q4 		$366K Hold
5,875
– – 0.04% 218
2019
Q3 		$308K Hold
5,875
– – 0.03% 229
2019
Q2 		$362K Buy
5,875
+525
+10% +$35.4K 0.04% 208
2019
Q1 		$371K Buy
5,350
+100
+2% +$6.45K 0.04% 203
2018
Q4 		$313K Buy
5,250
+50
+1% +$3.59K 0.04% 195
2018
Q3 		$447K Hold
5,200
– – 0.06% 166
2018
Q2 		$408K Buy
+5,200
New +$366K 0.06% 159

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

Mission Wealth Management's NTAP Position: Q1 2026 in Review

Mission Wealth Management increased its NetApp (NTAP) stake by 2.8% in Q1 2026, buying an estimated $12.5K and bringing the position to 4,528 shares worth $464K. The position accounts for 0.01% of the portfolio, ranked #514.

Mission Wealth Management first reported a position in NTAP in Q2 2018 and has held it in 29 quarters since. The position peaked at $522K in Q3 2025. 855 funds tracked by Wall St. Rank hold NTAP as of Q1 2026.

  • Mission Wealth Management held 4,528 shares of NetApp worth $464K as of Q1 2026.
  • Mission Wealth Management bought 123 NetApp shares in Q1 2026, an estimated $12.5K.
  • NetApp made up 0.01% of Mission Wealth Management's portfolio in Q1 2026, its #514 holding.
  • Mission Wealth Management first reported a position in NetApp in Q2 2018 and has held it in 29 quarters since.
  • Mission Wealth Management's NetApp position peaked at $522K in Q3 2025.
  • 855 funds tracked by Wall St. Rank held NetApp as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.