Perigon Wealth Management’s NetApp NTAP Stock Holding History

Perigon Wealth Management’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	$1.03M	Buy	6,633 +114	+2%	+$14.9K	0.02%	584
2026 Q1	$667K	Sell	6,519 -679	-9%	-$68.9K	0.01%	665
2025 Q4	$771K	Sell	7,198 -113	-2%	-$12.9K	0.01%	624
2025 Q3	$866K	Buy	+7,311	New	+$818K	0.02%	561
2025 Q1	–	Sell	-2,171	Closed	-$260K	–	1073
2024 Q4	$260K	Buy	2,171 +181	+9%	+$22.1K	0.01%	869
2024 Q3	$246K	Buy	1,990 +200	+11%	+$24.9K	0.01%	859
2024 Q2	$231K	Buy	+1,790	New	+$201K	0.01%	772
2021 Q1	–	Sell	-1,464	Closed	-$97K	–	846
2020 Q4	$97K	Buy	+1,464	New	+$77.3K	0.01%	544
2019 Q4	–	Sell	-4,320	Closed	-$229K	–	283
2019 Q3	$229K	Buy	+4,320	New	+$232K	0.05%	210
2018 Q3	–	Sell	-4,302	Closed	-$338K	–	260
2018 Q2	$338K	Buy	+4,302	New	+$303K	0.1%	167

Other funds holding NTAP

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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

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

Norges Bank Oslo, Norway $1T AUM

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

Perigon Wealth Management's NTAP Position: Q2 2026 in Review

Perigon Wealth Management increased its NetApp (NTAP) stake by 1.7% in Q2 2026, buying an estimated $14.9K and bringing the position to 6,633 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #584.

Perigon Wealth Management first reported a position in NTAP in Q2 2018 and has held it in 10 quarters since. 962 funds tracked by Wall St. Rank hold NTAP as of Q2 2026.

Perigon Wealth Management held 6,633 shares of NetApp worth $1.03M as of Q2 2026.
Perigon Wealth Management bought 114 NetApp shares in Q2 2026, an estimated $14.9K.
NetApp made up 0.02% of Perigon Wealth Management's portfolio in Q2 2026, its #584 holding.
Perigon Wealth Management first reported a position in NetApp in Q2 2018 and has held it in 10 quarters since.
962 funds tracked by Wall St. Rank held NetApp as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.