Physician Wealth Advisors’s NetApp NTAP Stock Holding History

Physician 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 Q2	$6.96K	Buy	45 +9	+25%	+$1.18K	﹤0.01%	976
2026 Q1	$3.69K	Sell	36 -26	-42%	-$2.64K	﹤0.01%	1111
2025 Q4	$6.64K	Sell	62 -12	-16%	-$1.37K	﹤0.01%	888
2025 Q3	$8.77K	Buy	74 +52	+236%	+$5.82K	﹤0.01%	776
2025 Q2	$2.35K	Buy	22 +16	+267%	+$1.52K	﹤0.01%	993
2025 Q1	$528	Buy	+6	New	+$663	﹤0.01%	1362

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

Physician Wealth Advisors's NTAP Position: Q2 2026 in Review

Physician Wealth Advisors increased its NetApp (NTAP) stake by 25% in Q2 2026, buying an estimated $1.18K and bringing the position to 45 shares worth $6.96K. The position accounts for ﹤0.01% of the portfolio, ranked #976.

Physician Wealth Advisors first reported a position in NTAP in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.77K in Q3 2025. 962 funds tracked by Wall St. Rank hold NTAP as of Q2 2026.

Physician Wealth Advisors held 45 shares of NetApp worth $6.96K as of Q2 2026.
Physician Wealth Advisors bought 9 NetApp shares in Q2 2026, an estimated $1.18K.
NetApp made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #976 holding.
Physician Wealth Advisors first reported a position in NetApp in Q1 2025 and has held it in 6 quarters since.
Physician Wealth Advisors's NetApp position peaked at $8.77K in Q3 2025.
962 funds tracked by Wall St. Rank held NetApp as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.