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Richardson Financial Services’s NetApp NTAP Stock Holding History

Richardson Financial Services’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
Q1 		– Sell
-270
Closed -$28.9K – 646
2025
Q4 		$28.9K Sell
270
-214
-44% -$24.4K 0.01% 362
2025
Q3 		$57.3K Buy
484
+160
+49% +$17.9K 0.04% 272
2025
Q2 		$34.6K Sell
324
-41
-11% -$3.89K 0.02% 288
2025
Q1 		$32.1K Sell
365
-80
-18% -$8.84K 0.02% 281
2024
Q4 		$51.8K Buy
+445
New +$54.4K 0.04% 252

Other funds holding NTAP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Richardson Financial Services's NTAP Position: Q1 2026 in Review

Richardson Financial Services sold out of NetApp (NTAP) in Q1 2026, closing a stake of 270 shares — an estimated $28.9K sold.

Richardson Financial Services first reported a position in NTAP in Q4 2024 and held it in 5 quarters. The position peaked at $57.3K in Q3 2025. 858 funds tracked by Wall St. Rank hold NTAP as of Q1 2026.

  • Richardson Financial Services reported no remaining NetApp position as of Q1 2026 after selling out during the quarter.
  • Richardson Financial Services sold 270 NetApp shares in Q1 2026, an estimated $28.9K.
  • Richardson Financial Services first reported a position in NetApp in Q4 2024 and held it in 5 quarters.
  • Richardson Financial Services's NetApp position peaked at $57.3K in Q3 2025.
  • 858 funds tracked by Wall St. Rank held NetApp as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.