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Mowery & Schoenfeld Wealth Management’s NetApp NTAP Stock Holding History

Mowery & Schoenfeld 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 		$5.28K Hold
34
– – 0.01% 287
2026
Q1 		$3.5K Sell
34
-24
-41% -$2.44K 0.01% 300
2025
Q4 		$6.23K Buy
58
+24
+71% +$2.74K 0.01% 301
2025
Q3 		$4.04K Hold
34
– – 0.01% 302
2025
Q2 		$3.64K Hold
34
– – 0.01% 300
2025
Q1 		$3K Sell
34
-4
-11% -$442 0.01% 366
2024
Q4 		$4.41K Buy
+38
New +$4.64K 0.01% 315

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 $3.38T AUM 44.17% 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

Mowery & Schoenfeld Wealth Management's NTAP Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its NetApp (NTAP) position steady in Q2 2026 at 34 shares worth $5.28K. The position accounts for 0.01% of the portfolio, ranked #287.

Mowery & Schoenfeld Wealth Management first reported a position in NTAP in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.23K in Q4 2025. 968 funds tracked by Wall St. Rank hold NTAP as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 34 shares of NetApp worth $5.28K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its NetApp share count unchanged in Q2 2026.
  • NetApp made up 0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #287 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in NetApp in Q4 2024 and has held it in 7 quarters since.
  • Mowery & Schoenfeld Wealth Management's NetApp position peaked at $6.23K in Q4 2025.
  • 968 funds tracked by Wall St. Rank held NetApp as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.