PCS
NTAP icon

Personal CFO Solutions’s NetApp NTAP Stock Holding History

Personal CFO Solutions’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 		$918K Buy
8,966
+6,715
+298% +$681K 0.13% 138
2025
Q4 		$241K Sell
2,251
-24
-1% -$2.74K 0.04% 442
2025
Q3 		$270K Sell
2,275
-190
-8% -$21.2K 0.05% 378
2025
Q2 		$263K Buy
2,465
+155
+7% +$14.7K 0.05% 372
2025
Q1 		$203K Buy
2,310
+45
+2% +$4.97K 0.04% 424
2024
Q4 		$263K Buy
2,265
+167
+8% +$20.4K 0.05% 368
2024
Q3 		$259K Sell
2,098
-47
-2% -$5.86K 0.04% 465
2024
Q2 		$276K Buy
2,145
+26
+1% +$2.92K 0.04% 411
2024
Q1 		$222K Buy
+2,119
New +$196K 0.03% 494
2023
Q2 		– Sell
-7,164
Closed -$457K – 494
2023
Q1 		$457K Buy
7,164
+538
+8% +$34.7K 0.09% 208
2022
Q4 		$398K Buy
+6,626
New +$439K 0.08% 227
2022
Q1 		– Sell
-2,365
Closed -$218K – 503
2021
Q4 		$218K Buy
+2,365
New +$213K 0.04% 417
2021
Q1 		– Sell
-4,191
Closed -$278K – 433
2020
Q4 		$278K Buy
+4,191
New +$221K 0.07% 261

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

Personal CFO Solutions's NTAP Position: Q1 2026 in Review

Personal CFO Solutions increased its NetApp (NTAP) stake by 298% in Q1 2026, buying an estimated $681K and bringing the position to 8,966 shares worth $918K. The position accounts for 0.13% of the portfolio, ranked #138.

Personal CFO Solutions first reported a position in NTAP in Q4 2020 and has held it in 13 quarters since. 855 funds tracked by Wall St. Rank hold NTAP as of Q1 2026.

  • Personal CFO Solutions held 8,966 shares of NetApp worth $918K as of Q1 2026.
  • Personal CFO Solutions bought 6,715 NetApp shares in Q1 2026, an estimated $681K.
  • NetApp made up 0.13% of Personal CFO Solutions's portfolio in Q1 2026, its #138 holding.
  • Personal CFO Solutions first reported a position in NetApp in Q4 2020 and has held it in 13 quarters since.
  • 855 funds tracked by Wall St. Rank held NetApp as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.