NewEdge Wealth’s NetApp NTAP Stock Holding History

NewEdge Wealth’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 Q1	–	Sell	-5,575	Closed	-$597K	–	1241
2025 Q4	$597K	Buy	+5,575	New	+$637K	0.01%	774
2022 Q1	–	Sell	-5,024	Closed	-$462K	–	433
2021 Q4	$462K	Buy	5,024 +2,112	+73%	+$190K	0.02%	300
2021 Q3	$261K	Buy	+2,912	New	+$246K	0.02%	257

Other funds holding NTAP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

NewEdge Wealth's NTAP Position: Q1 2026 in Review

NewEdge Wealth sold out of NetApp (NTAP) in Q1 2026, closing a stake of 5,575 shares — an estimated $597K sold.

NewEdge Wealth first reported a position in NTAP in Q3 2021 and held it in 3 quarters. The position peaked at $597K in Q4 2025. 864 funds tracked by Wall St. Rank hold NTAP as of Q1 2026.

NewEdge Wealth reported no remaining NetApp position as of Q1 2026 after selling out during the quarter.
NewEdge Wealth sold 5,575 NetApp shares in Q1 2026, an estimated $597K.
NewEdge Wealth first reported a position in NetApp in Q3 2021 and held it in 3 quarters.
NewEdge Wealth's NetApp position peaked at $597K in Q4 2025.
864 funds tracked by Wall St. Rank held NetApp as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.