MWM
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Modern Wealth Management’s NetApp NTAP Stock Holding History

Modern 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
Q2 		$1.07M Buy
6,884
+3,031
+79% +$396K 0.01% 506
2026
Q1 		$393K Buy
+3,853
New +$391K 0.01% 628
2025
Q3 		– Sell
-2,424
Closed -$258K – 829
2025
Q2 		$258K Buy
+2,424
New +$230K 0.01% 652

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

Modern Wealth Management's NTAP Position: Q2 2026 in Review

Modern Wealth Management increased its NetApp (NTAP) stake by 79% in Q2 2026, buying an estimated $396K and bringing the position to 6,884 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #506.

Modern Wealth Management first reported a position in NTAP in Q2 2025 and has held it in 3 quarters since. 956 funds tracked by Wall St. Rank hold NTAP as of Q2 2026.

  • Modern Wealth Management held 6,884 shares of NetApp worth $1.07M as of Q2 2026.
  • Modern Wealth Management bought 3,031 NetApp shares in Q2 2026, an estimated $396K.
  • NetApp made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #506 holding.
  • Modern Wealth Management first reported a position in NetApp in Q2 2025 and has held it in 3 quarters since.
  • 956 funds tracked by Wall St. Rank held NetApp as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.