Private Wealth Asset Management’s NetApp NTAP Stock Holding History

Private Wealth Asset Management’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	$993K	Buy	6,418 +3,119	+95%	+$408K	0.1%	129
2026 Q1	$338K	Sell	3,299 -798	-19%	-$81K	0.04%	207
2025 Q4	$439K	Sell	4,097 -471	-10%	-$53.8K	0.05%	179
2025 Q3	$541K	Sell	4,568 -28	-0.6%	-$3.13K	0.06%	156
2025 Q2	$490K	Buy	4,596 +2,243	+95%	+$213K	0.07%	162
2025 Q1	$207K	Buy	+2,353	New	+$260K	0.03%	228

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

Private Wealth Asset Management's NTAP Position: Q2 2026 in Review

Private Wealth Asset Management increased its NetApp (NTAP) stake by 95% in Q2 2026, buying an estimated $408K and bringing the position to 6,418 shares worth $993K. The position accounts for 0.1% of the portfolio, ranked #129.

Private Wealth Asset Management first reported a position in NTAP in Q1 2025 and has held it in 6 quarters since. 956 funds tracked by Wall St. Rank hold NTAP as of Q2 2026.

Private Wealth Asset Management held 6,418 shares of NetApp worth $993K as of Q2 2026.
Private Wealth Asset Management bought 3,119 NetApp shares in Q2 2026, an estimated $408K.
NetApp made up 0.1% of Private Wealth Asset Management's portfolio in Q2 2026, its #129 holding.
Private Wealth Asset Management first reported a position in NetApp in Q1 2025 and has held it in 6 quarters since.
956 funds tracked by Wall St. Rank held NetApp as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.