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SHP Wealth Management’s NetApp NTAP Stock Holding History

SHP Wealth 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
Q1 		$3.38K Sell
33
-67
-67% -$6.8K ﹤0.01% 1156
2025
Q4 		$10.7K Buy
+100
New +$11.4K ﹤0.01% 813

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 $1.61T AUM 30.72% 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

SHP Wealth Management's NTAP Position: Q1 2026 in Review

SHP Wealth Management reduced its NetApp (NTAP) stake by 67% in Q1 2026, selling an estimated $6.8K and leaving 33 shares worth $3.38K. The position accounts for ﹤0.01% of the portfolio, ranked #1156.

SHP Wealth Management first reported a position in NTAP in Q4 2025 and has held it in 2 quarters since. The position peaked at $10.7K in Q4 2025. 858 funds tracked by Wall St. Rank hold NTAP as of Q1 2026.

  • SHP Wealth Management held 33 shares of NetApp worth $3.38K as of Q1 2026.
  • SHP Wealth Management sold 67 NetApp shares in Q1 2026, an estimated $6.8K.
  • NetApp made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1156 holding.
  • SHP Wealth Management first reported a position in NetApp in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's NetApp position peaked at $10.7K in Q4 2025.
  • 858 funds tracked by Wall St. Rank held NetApp as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.