Pinnacle Wealth Planning Services’s NetApp NTAP Stock Holding History

Pinnacle Wealth Planning Services’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	$194K	Buy	1,252 +7	+0.6%	+$915	0.02%	535
2026 Q1	$127K	Buy	1,245 +9	+0.7%	+$913	0.01%	672
2025 Q4	$132K	Buy	+1,236	New	+$141K	0.01%	640
2024 Q4	–	Sell	-1,798	Closed	-$222K	–	510
2024 Q3	$222K	Sell	1,798 -10	-0.6%	-$1.25K	0.03%	425
2024 Q2	$233K	Buy	+1,808	New	+$203K	0.03%	368
2021 Q1	–	Sell	-1,127	Closed	-$75K	–	1401
2020 Q4	$75K	Buy	+1,127	New	+$59.5K	0.02%	602

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

Pinnacle Wealth Planning Services's NTAP Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its NetApp (NTAP) stake by 0.56% in Q2 2026, buying an estimated $915 and bringing the position to 1,252 shares worth $194K. The position accounts for 0.02% of the portfolio, ranked #535.

Pinnacle Wealth Planning Services first reported a position in NTAP in Q4 2020 and has held it in 6 quarters since. The position peaked at $233K in Q2 2024. 962 funds tracked by Wall St. Rank hold NTAP as of Q2 2026.

Pinnacle Wealth Planning Services held 1,252 shares of NetApp worth $194K as of Q2 2026.
Pinnacle Wealth Planning Services bought 7 NetApp shares in Q2 2026, an estimated $915.
NetApp made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #535 holding.
Pinnacle Wealth Planning Services first reported a position in NetApp in Q4 2020 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's NetApp position peaked at $233K in Q2 2024.
962 funds tracked by Wall St. Rank held NetApp as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.