Morton Capital Management’s NetApp NTAP Stock Holding History

Morton Capital 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	$298K	Sell	1,928 -100	-5%	-$13.1K	0.04%	119
2026 Q1	$208K	Hold	2,028	–	–	0.03%	128
2025 Q4	$217K	Hold	2,028	–	–	0.03%	120
2025 Q3	$240K	Sell	2,028 -100	-5%	-$11.2K	0.04%	110
2025 Q2	$227K	Buy	+2,128	New	+$202K	0.04%	110
2025 Q1	–	Sell	-2,128	Closed	-$247K	–	113
2024 Q4	$247K	Hold	2,128	–	–	0.05%	97
2024 Q3	$263K	Hold	2,128	–	–	0.05%	89
2024 Q2	$274K	Buy	2,128 +128	+6%	+$14.4K	0.07%	79
2024 Q1	$210K	Buy	+2,000	New	+$185K	0.06%	98
2022 Q1	–	Sell	-2,300	Closed	-$212K	–	93
2021 Q4	$212K	Buy	+2,300	New	+$207K	0.09%	86

Other funds holding NTAP

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Morton Capital Management's NTAP Position: Q2 2026 in Review

Morton Capital Management reduced its NetApp (NTAP) stake by 4.9% in Q2 2026, selling an estimated $13.1K and leaving 1,928 shares worth $298K. The position accounts for 0.04% of the portfolio, ranked #119.

Morton Capital Management first reported a position in NTAP in Q4 2021 and has held it in 10 quarters since. 208 funds tracked by Wall St. Rank hold NTAP as of Q2 2026.

Morton Capital Management held 1,928 shares of NetApp worth $298K as of Q2 2026.
Morton Capital Management sold 100 NetApp shares in Q2 2026, an estimated $13.1K.
NetApp made up 0.04% of Morton Capital Management's portfolio in Q2 2026, its #119 holding.
Morton Capital Management first reported a position in NetApp in Q4 2021 and has held it in 10 quarters since.
208 funds tracked by Wall St. Rank held NetApp as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.