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Root Financial Partners’s NetApp NTAP Stock Holding History

Root Financial Partners’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 		– Sell
-582
Closed -$59.6K – 2224
2026
Q1 		$59.6K Buy
582
+22
+4% +$2.23K ﹤0.01% 797
2025
Q4 		$60K Buy
560
+46
+9% +$5.25K ﹤0.01% 648
2025
Q3 		$60.9K Buy
+514
New +$57.5K ﹤0.01% 604

Other funds holding NTAP

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Root Financial Partners's NTAP Position: Q2 2026 in Review

Root Financial Partners sold out of NetApp (NTAP) in Q2 2026, closing a stake of 582 shares — an estimated $59.6K sold.

Root Financial Partners first reported a position in NTAP in Q3 2025 and held it in 3 quarters. The position peaked at $60.9K in Q3 2025. 303 funds tracked by Wall St. Rank hold NTAP as of Q2 2026.

  • Root Financial Partners reported no remaining NetApp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 582 NetApp shares in Q2 2026, an estimated $59.6K.
  • Root Financial Partners first reported a position in NetApp in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's NetApp position peaked at $60.9K in Q3 2025.
  • 303 funds tracked by Wall St. Rank held NetApp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.