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PDS Planning’s NetApp NTAP Stock Holding History

PDS Planning’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 		$376K Buy
2,430
+234
+11% +$30.6K 0.02% 362
2026
Q1 		$225K Buy
2,196
+290
+15% +$29.4K 0.01% 483
2025
Q4 		$204K Sell
1,906
-19
-1% -$2.17K 0.01% 516
2025
Q3 		$228K Buy
1,925
+30
+2% +$3.35K 0.02% 458
2025
Q2 		$202K Buy
+1,895
New +$180K 0.02% 482

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

PDS Planning's NTAP Position: Q2 2026 in Review

PDS Planning increased its NetApp (NTAP) stake by 11% in Q2 2026, buying an estimated $30.6K and bringing the position to 2,430 shares worth $376K. The position accounts for 0.02% of the portfolio, ranked #362.

PDS Planning first reported a position in NTAP in Q2 2025 and has held it in 5 quarters since. 962 funds tracked by Wall St. Rank hold NTAP as of Q2 2026.

  • PDS Planning held 2,430 shares of NetApp worth $376K as of Q2 2026.
  • PDS Planning bought 234 NetApp shares in Q2 2026, an estimated $30.6K.
  • NetApp made up 0.02% of PDS Planning's portfolio in Q2 2026, its #362 holding.
  • PDS Planning first reported a position in NetApp in Q2 2025 and has held it in 5 quarters since.
  • 962 funds tracked by Wall St. Rank held NetApp as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.