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Outlook Wealth Advisors’s NetApp NTAP Stock Holding History

Outlook 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
2026
Q2 		$398K Sell
2,570
-10
-0.4% -$1.31K 0.09% 209
2026
Q1 		$264K Buy
2,580
+18
+0.7% +$1.83K 0.06% 273
2025
Q4 		$274K Buy
2,562
+15
+0.6% +$1.71K 0.06% 257
2025
Q3 		$302K Buy
+2,547
New +$285K 0.08% 229

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

Outlook Wealth Advisors's NTAP Position: Q2 2026 in Review

Outlook Wealth Advisors reduced its NetApp (NTAP) stake by 0.39% in Q2 2026, selling an estimated $1.31K and leaving 2,570 shares worth $398K. The position accounts for 0.09% of the portfolio, ranked #209.

Outlook Wealth Advisors first reported a position in NTAP in Q3 2025 and has held it in 4 quarters since. 965 funds tracked by Wall St. Rank hold NTAP as of Q2 2026.

  • Outlook Wealth Advisors held 2,570 shares of NetApp worth $398K as of Q2 2026.
  • Outlook Wealth Advisors sold 10 NetApp shares in Q2 2026, an estimated $1.31K.
  • NetApp made up 0.09% of Outlook Wealth Advisors's portfolio in Q2 2026, its #209 holding.
  • Outlook Wealth Advisors first reported a position in NetApp in Q3 2025 and has held it in 4 quarters since.
  • 965 funds tracked by Wall St. Rank held NetApp as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.