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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Outlook Wealth Advisors's NTAP Position: Q1 2026 in Review

Outlook Wealth Advisors increased its NetApp (NTAP) stake by 0.7% in Q1 2026, buying an estimated $1.83K and bringing the position to 2,580 shares worth $264K. The position accounts for 0.06% of the portfolio, ranked #273.

Outlook Wealth Advisors first reported a position in NTAP in Q3 2025 and has held it in 3 quarters since. The position peaked at $302K in Q3 2025. 858 funds tracked by Wall St. Rank hold NTAP as of Q1 2026.

  • Outlook Wealth Advisors held 2,580 shares of NetApp worth $264K as of Q1 2026.
  • Outlook Wealth Advisors bought 18 NetApp shares in Q1 2026, an estimated $1.83K.
  • NetApp made up 0.06% of Outlook Wealth Advisors's portfolio in Q1 2026, its #273 holding.
  • Outlook Wealth Advisors first reported a position in NetApp in Q3 2025 and has held it in 3 quarters since.
  • Outlook Wealth Advisors's NetApp position peaked at $302K in Q3 2025.
  • 858 funds tracked by Wall St. Rank held NetApp as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.