Private Wealth Management Group’s NetApp NTAP Stock Holding History

Private Wealth Management Group’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	$25.2K	Sell	163 -13	-7%	-$1.7K	0.01%	329
2026 Q1	$18K	Buy	176 +48	+38%	+$4.87K	﹤0.01%	366
2025 Q4	$13.7K	Buy	128 +23	+22%	+$2.63K	﹤0.01%	421
2025 Q3	$12.4K	Hold	105	–	–	﹤0.01%	450
2025 Q2	$11.2K	Buy	105 +32	+44%	+$3.04K	﹤0.01%	453
2025 Q1	$6.41K	Buy	73 +10	+16%	+$1.1K	﹤0.01%	622
2024 Q4	$7.31K	Buy	63 +39	+163%	+$4.76K	﹤0.01%	592
2024 Q3	$2.96K	Hold	24	–	–	﹤0.01%	926
2024 Q2	$3.09K	Hold	24	–	–	﹤0.01%	898
2024 Q1	$2.52K	Hold	24	–	–	﹤0.01%	873
2023 Q4	$2.12K	Buy	+24	New	+$1.93K	﹤0.01%	956

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 Management Group's NTAP Position: Q2 2026 in Review

Private Wealth Management Group reduced its NetApp (NTAP) stake by 7.4% in Q2 2026, selling an estimated $1.7K and leaving 163 shares worth $25.2K. The position accounts for 0.01% of the portfolio, ranked #329.

Private Wealth Management Group first reported a position in NTAP in Q4 2023 and has held it in 11 quarters since. 954 funds tracked by Wall St. Rank hold NTAP as of Q2 2026.

Private Wealth Management Group held 163 shares of NetApp worth $25.2K as of Q2 2026.
Private Wealth Management Group sold 13 NetApp shares in Q2 2026, an estimated $1.7K.
NetApp made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #329 holding.
Private Wealth Management Group first reported a position in NetApp in Q4 2023 and has held it in 11 quarters since.
954 funds tracked by Wall St. Rank held NetApp as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.