Principia Wealth Advisory’s NetApp NTAP Stock Holding History

Principia Wealth Advisory’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	$3.25K	Hold	21	–	–	﹤0.01%	460
2026 Q1	$2.15K	Sell	21 -2	-9%	-$203	﹤0.01%	500
2025 Q4	$2.46K	Buy	23 +1	+5%	+$114	﹤0.01%	404
2025 Q3	$2.61K	Sell	22 -1	-4%	-$112	﹤0.01%	385
2025 Q2	$2.45K	Sell	23 -34	-60%	-$3.23K	﹤0.01%	345
2025 Q1	$4.91K	Buy	57 +54	+1,800%	+$5.97K	﹤0.01%	179
2024 Q4	$348	Buy	+3	New	+$367	﹤0.01%	643

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

Principia Wealth Advisory's NTAP Position: Q2 2026 in Review

Principia Wealth Advisory held its NetApp (NTAP) position steady in Q2 2026 at 21 shares worth $3.25K. The position accounts for ﹤0.01% of the portfolio, ranked #460.

Principia Wealth Advisory first reported a position in NTAP in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.91K in Q1 2025. 959 funds tracked by Wall St. Rank hold NTAP as of Q2 2026.

Principia Wealth Advisory held 21 shares of NetApp worth $3.25K as of Q2 2026.
Principia Wealth Advisory left its NetApp share count unchanged in Q2 2026.
NetApp made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #460 holding.
Principia Wealth Advisory first reported a position in NetApp in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's NetApp position peaked at $4.91K in Q1 2025.
959 funds tracked by Wall St. Rank held NetApp as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.