NWMG
NTAP icon

National Wealth Management Group’s NetApp NTAP Stock Holding History

National Wealth Management Group’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
2025
Q4 		– Sell
-6,007
Closed -$712K – 273
2025
Q3 		$712K Buy
+6,007
New +$672K 0.27% 84
2023
Q4 		– Sell
-5,202
Closed -$395K – 150
2023
Q3 		$395K Buy
5,202
+408
+9% +$31.5K 0.43% 77
2023
Q2 		$373K Buy
+4,794
New +$324K 0.39% 83

Other funds holding NTAP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

National Wealth Management Group's NTAP Position: Q4 2025 in Review

National Wealth Management Group sold out of NetApp (NTAP) in Q4 2025, closing a stake of 6,007 shares — an estimated $712K sold.

National Wealth Management Group first reported a position in NTAP in Q2 2023 and held it in 3 quarters. The position peaked at $712K in Q3 2025. 905 funds tracked by Wall St. Rank hold NTAP as of Q4 2025.

  • National Wealth Management Group reported no remaining NetApp position as of Q4 2025 after selling out during the quarter.
  • National Wealth Management Group sold 6,007 NetApp shares in Q4 2025, an estimated $712K.
  • National Wealth Management Group first reported a position in NetApp in Q2 2023 and held it in 3 quarters.
  • National Wealth Management Group's NetApp position peaked at $712K in Q3 2025.
  • 905 funds tracked by Wall St. Rank held NetApp as of Q4 2025.

Based on National Wealth Management Group's 13F filing for Q4 2025, filed 12 Jan 2026.