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 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

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

Plan Group Financial's NTAP Position: Q2 2026 in Review

Plan Group Financial reduced its NetApp (NTAP) stake by 3.7% in Q2 2026, selling an estimated $12.7K and leaving 2,493 shares worth $386K. The position accounts for 0.08% of the portfolio, ranked #144.

Plan Group Financial first reported a position in NTAP in Q1 2026 and has held it in 2 quarters since. 962 funds tracked by Wall St. Rank hold NTAP as of Q2 2026.

Plan Group Financial held 2,493 shares of NetApp worth $386K as of Q2 2026.
Plan Group Financial sold 97 NetApp shares in Q2 2026, an estimated $12.7K.
NetApp made up 0.08% of Plan Group Financial's portfolio in Q2 2026, its #144 holding.
Plan Group Financial first reported a position in NetApp in Q1 2026 and has held it in 2 quarters since.
962 funds tracked by Wall St. Rank held NetApp as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.