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Morningstar Investment Management’s NetApp NTAP Stock Holding History

Morningstar Investment 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 		$1.28M Hold
12,455
– – 0.08% 197
2026
Q1 		$1.28M Buy
12,455
+7,225
+138% +$733K 0.08% 195
2025
Q4 		$560K Hold
5,230
– – 0.03% 267
2025
Q3 		$620K Buy
5,230
+2,188
+72% +$245K 0.02% 410
2025
Q2 		$324K Buy
+3,042
New +$289K 0.03% 154
2025
Q1 		– Sell
-2,518
Closed -$292K – 173
2024
Q4 		$292K Sell
2,518
-155
-6% -$18.9K 0.02% 164
2024
Q3 		$339K Sell
2,673
-1,133
-30% -$141K 0.03% 157
2024
Q2 		$490K Sell
3,806
-522
-12% -$58.6K 0.05% 125
2024
Q1 		$454K Hold
4,328
– – 0.05% 128
2023
Q4 		$382K Sell
4,328
-874
-17% -$70.4K 0.04% 138
2023
Q3 		$395K Sell
5,202
-248
-5% -$19.2K 0.05% 112
2023
Q2 		$416K Buy
5,450
+2,075
+61% +$140K 0.06% 110
2023
Q1 		$215K Buy
+3,375
New +$218K 0.03% 85

Other funds holding NTAP

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Morningstar Investment Management's NTAP Position: Q2 2026 in Review

Morningstar Investment Management held its NetApp (NTAP) position steady in Q2 2026 at 12,455 shares worth $1.28M. The position accounts for 0.08% of the portfolio, ranked #197.

Morningstar Investment Management first reported a position in NTAP in Q1 2023 and has held it in 13 quarters since. 303 funds tracked by Wall St. Rank hold NTAP as of Q2 2026.

  • Morningstar Investment Management held 12,455 shares of NetApp worth $1.28M as of Q2 2026.
  • Morningstar Investment Management left its NetApp share count unchanged in Q2 2026.
  • NetApp made up 0.08% of Morningstar Investment Management's portfolio in Q2 2026, its #197 holding.
  • Morningstar Investment Management first reported a position in NetApp in Q1 2023 and has held it in 13 quarters since.
  • 303 funds tracked by Wall St. Rank held NetApp as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.