Phoenix Financial’s NetApp NTAP Stock Holding History

Phoenix Financial’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	$740K	Buy	4,789 +2,820	+143%	+$369K	0.01%	296
2026 Q1	$202K	Buy	+1,969	New	+$200K	﹤0.01%	465

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

Phoenix Financial's NTAP Position: Q2 2026 in Review

Phoenix Financial increased its NetApp (NTAP) stake by 143% in Q2 2026, buying an estimated $369K and bringing the position to 4,789 shares worth $740K. The position accounts for 0.01% of the portfolio, ranked #296.

Phoenix Financial first reported a position in NTAP in Q1 2026 and has held it in 2 quarters since. 956 funds tracked by Wall St. Rank hold NTAP as of Q2 2026.

Phoenix Financial held 4,789 shares of NetApp worth $740K as of Q2 2026.
Phoenix Financial bought 2,820 NetApp shares in Q2 2026, an estimated $369K.
NetApp made up 0.01% of Phoenix Financial's portfolio in Q2 2026, its #296 holding.
Phoenix Financial first reported a position in NetApp in Q1 2026 and has held it in 2 quarters since.
956 funds tracked by Wall St. Rank held NetApp as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.