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Mount Yale Investment Advisors’s NetApp NTAP Stock Holding History

Mount Yale Investment 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
2026
Q2 		$3.89M Sell
25,156
-6,396
-20% -$836K 0.07% 263
2026
Q1 		$3.23M Buy
+31,552
New +$3.2M 0.07% 265
2025
Q3 		– Sell
-885
Closed -$94.3K – 1279
2025
Q2 		$94.3K Buy
+885
New +$84K 0.01% 670
2023
Q2 		– Sell
-107,914
Closed -$6.89M – 504
2023
Q1 		$6.89M Buy
107,914
+2,006
+2% +$130K 0.77% 17
2022
Q4 		$6.36M Buy
+105,908
New +$7.02M 0.72% 31
2022
Q2 		– Sell
-2,824
Closed -$234K – 484
2022
Q1 		$234K Sell
2,824
-84
-3% -$7.31K 0.03% 419
2021
Q4 		$268K Sell
2,908
-12
-0.4% -$1.08K 0.03% 398
2021
Q3 		$262K Sell
2,920
-311
-10% -$26.3K 0.03% 381
2021
Q2 		$264K Buy
3,231
+21
+0.7% +$1.64K 0.03% 348
2021
Q1 		$233K Buy
+3,210
New +$216K 0.03% 373
2020
Q4 		– Sell
-118,486
Closed -$5.19M – 417
2020
Q3 		$5.19M Buy
+118,486
New +$5.17M 0.74% 21
2020
Q1 		– Sell
-5,463
Closed -$292K – 321
2019
Q4 		$292K Sell
5,463
-11,597
-68% -$676K 0.05% 281
2019
Q3 		$1.03M Buy
+17,060
New +$915K 0.18% 116
2018
Q4 		– Sell
-2,191
Closed -$181K – 615
2018
Q3 		$181K Sell
2,191
-919
-30% -$75.9K 0.03% 306
2018
Q2 		$244K Buy
3,110
+7
+0.2% +$492 0.05% 284
2018
Q1 		$191K Buy
+3,103
New +$189K 0.04% 299

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

Mount Yale Investment Advisors's NTAP Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its NetApp (NTAP) stake by 20% in Q2 2026, selling an estimated $836K and leaving 25,156 shares worth $3.89M. The position accounts for 0.07% of the portfolio, ranked #263.

Mount Yale Investment Advisors first reported a position in NTAP in Q1 2018 and has held it in 16 quarters since. The position peaked at $6.89M in Q1 2023. 965 funds tracked by Wall St. Rank hold NTAP as of Q2 2026.

  • Mount Yale Investment Advisors held 25,156 shares of NetApp worth $3.89M as of Q2 2026.
  • Mount Yale Investment Advisors sold 6,396 NetApp shares in Q2 2026, an estimated $836K.
  • NetApp made up 0.07% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #263 holding.
  • Mount Yale Investment Advisors first reported a position in NetApp in Q1 2018 and has held it in 16 quarters since.
  • Mount Yale Investment Advisors's NetApp position peaked at $6.89M in Q1 2023.
  • 965 funds tracked by Wall St. Rank held NetApp as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.