SteelPeak Wealth’s NetApp NTAP Stock Holding History

SteelPeak Wealth’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
2025 Q4	–	Sell	-1,850	Closed	-$219K	–	607
2025 Q3	$219K	Buy	+1,850	New	+$207K	0.01%	526
2025 Q2	–	Sell	-26,919	Closed	-$2.36M	–	633
2025 Q1	$2.36M	Buy	+26,919	New	+$2.98M	0.1%	163
2024 Q4	–	Sell	-6,655	Closed	-$822K	–	610
2024 Q3	$822K	Buy	6,655 +1,576	+31%	+$197K	0.04%	256
2024 Q2	$654K	Buy	+5,079	New	+$570K	0.03%	277
2024 Q1	–	Sell	-2,694	Closed	-$238K	–	522
2023 Q4	$238K	Buy	+2,694	New	+$217K	0.01%	364
2023 Q1	–	Sell	-5,246	Closed	-$315K	–	439
2022 Q4	$315K	Buy	5,246 +2,000	+62%	+$133K	0.02%	302
2022 Q3	$201K	Buy	+3,246	New	+$226K	0.02%	368

Other funds holding NTAP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

SteelPeak Wealth's NTAP Position: Q4 2025 in Review

SteelPeak Wealth sold out of NetApp (NTAP) in Q4 2025, closing a stake of 1,850 shares — an estimated $219K sold.

SteelPeak Wealth first reported a position in NTAP in Q3 2022 and held it in 7 quarters. The position peaked at $2.36M in Q1 2025. 902 funds tracked by Wall St. Rank hold NTAP as of Q4 2025.

SteelPeak Wealth reported no remaining NetApp position as of Q4 2025 after selling out during the quarter.
SteelPeak Wealth sold 1,850 NetApp shares in Q4 2025, an estimated $219K.
SteelPeak Wealth first reported a position in NetApp in Q3 2022 and held it in 7 quarters.
SteelPeak Wealth's NetApp position peaked at $2.36M in Q1 2025.
902 funds tracked by Wall St. Rank held NetApp as of Q4 2025.

Based on SteelPeak Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.