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One Wealth Advisors’s NetApp NTAP Stock Holding History

One Wealth 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
2025
Q1 		– Sell
-4,181
Closed -$485K – 301
2024
Q4 		$485K Buy
4,181
+6
+0.1% +$733 0.07% 123
2024
Q3 		$516K Sell
4,175
-38
-0.9% -$4.74K 0.08% 122
2024
Q2 		$516K Buy
4,213
+278
+7% +$31.2K 0.11% 95
2024
Q1 		$413K Buy
+3,935
New +$365K 0.07% 146
2018
Q4 		– Sell
-74
Closed -$6K – 353
2018
Q3 		$6K Sell
74
-37
-33% -$3.06K ﹤0.01% 379
2018
Q2 		$9K Hold
111
– – 0.01% 347
2018
Q1 		$7K Buy
111
+41
+59% +$2.5K 0.01% 340
2017
Q4 		$4K Buy
+70
New +$3.51K ﹤0.01% 451

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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

One Wealth Advisors's NTAP Position: Q1 2025 in Review

One Wealth Advisors sold out of NetApp (NTAP) in Q1 2025, closing a stake of 4,181 shares — an estimated $485K sold.

One Wealth Advisors first reported a position in NTAP in Q4 2017 and held it in 8 quarters. The position peaked at $516K in Q2 2024. 830 funds tracked by Wall St. Rank hold NTAP as of Q1 2025.

  • One Wealth Advisors reported no remaining NetApp position as of Q1 2025 after selling out during the quarter.
  • One Wealth Advisors sold 4,181 NetApp shares in Q1 2025, an estimated $485K.
  • One Wealth Advisors first reported a position in NetApp in Q4 2017 and held it in 8 quarters.
  • One Wealth Advisors's NetApp position peaked at $516K in Q2 2024.
  • 830 funds tracked by Wall St. Rank held NetApp as of Q1 2025.

Based on One Wealth Advisors's 13F filing for Q1 2025, filed 6 May 2025.