Plan Group Financial
NTAP icon

Plan Group Financial’s NetApp NTAP Stock Holding History

Plan Group 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
Q3 		$597K Buy
2,844
+351
+14% +$64.7K 0.12% 106
2026
Q2 		$386K Sell
2,493
-97
-4% -$12.7K 0.08% 144
2026
Q1 		$265K Buy
+2,590
New +$263K 0.06% 183

Other funds holding NTAP

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Kepler Cheuvreux
Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
UNICOM Systems
UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return

Plan Group Financial's NTAP Position: Q3 2026 in Review

Plan Group Financial increased its NetApp (NTAP) stake by 14% in Q3 2026, buying an estimated $64.7K and bringing the position to 2,844 shares worth $597K. The position accounts for 0.12% of the portfolio, ranked #106.

Plan Group Financial first reported a position in NTAP in Q1 2026 and has held it in 3 quarters since. 272 funds tracked by Wall St. Rank hold NTAP as of Q3 2026.

  • Plan Group Financial held 2,844 shares of NetApp worth $597K as of Q3 2026.
  • Plan Group Financial bought 351 NetApp shares in Q3 2026, an estimated $64.7K.
  • NetApp made up 0.12% of Plan Group Financial's portfolio in Q3 2026, its #106 holding.
  • Plan Group Financial first reported a position in NetApp in Q1 2026 and has held it in 3 quarters since.
  • 272 funds tracked by Wall St. Rank held NetApp as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.