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 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 $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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pinnacle Wealth Planning Services's NTAP Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its NetApp (NTAP) stake by 0.73% in Q1 2026, buying an estimated $913 and bringing the position to 1,245 shares worth $127K. The position accounts for 0.01% of the portfolio, ranked #672.

Pinnacle Wealth Planning Services first reported a position in NTAP in Q4 2020 and has held it in 5 quarters since. The position peaked at $233K in Q2 2024. 856 funds tracked by Wall St. Rank hold NTAP as of Q1 2026.

Pinnacle Wealth Planning Services held 1,245 shares of NetApp worth $127K as of Q1 2026.
Pinnacle Wealth Planning Services bought 9 NetApp shares in Q1 2026, an estimated $913.
NetApp made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #672 holding.
Pinnacle Wealth Planning Services first reported a position in NetApp in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's NetApp position peaked at $233K in Q2 2024.
856 funds tracked by Wall St. Rank held NetApp as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.