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Strategic Wealth Partners’s NetApp NTAP Stock Holding History

Strategic Wealth 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
Q1 		$104K Sell
1,011
-4
-0.4% -$406 0.01% 389
2025
Q4 		$109K Sell
1,015
-64
-6% -$7.31K 0.01% 392
2025
Q3 		$128K Sell
1,079
-32
-3% -$3.58K 0.01% 403
2025
Q2 		$118K Buy
+1,111
New +$105K 0.01% 371
2024
Q1 		– Sell
-5,195
Closed -$458K – 299
2023
Q4 		$458K Sell
5,195
-496
-9% -$39.9K 0.06% 193
2023
Q3 		$432K Sell
5,691
-35,676
-86% -$2.76M 0.06% 216
2023
Q2 		$3.16M Sell
41,367
-827
-2% -$55.9K 0.41% 73
2023
Q1 		$2.69M Sell
42,194
-1,245
-3% -$80.4K 0.41% 71
2022
Q4 		$2.61M Sell
43,439
-835
-2% -$55.4K 0.48% 62
2022
Q3 		$2.74M Buy
+44,274
New +$3.08M 0.58% 50
2022
Q2 		– Sell
-19,035
Closed -$1.58M – 270
2022
Q1 		$1.58M Buy
19,035
+6,430
+51% +$559K 0.31% 104
2021
Q4 		$1.16M Buy
12,605
+1,240
+11% +$112K 0.22% 130
2021
Q3 		$1.02M Sell
11,365
-243
-2% -$20.5K 0.3% 97
2021
Q2 		$950K Sell
11,608
-468
-4% -$36.6K 0.31% 85
2021
Q1 		$878K Buy
12,076
+89
+0.7% +$5.98K 0.35% 73
2020
Q4 		$794K Sell
11,987
-395
-3% -$20.9K 0.33% 77
2020
Q3 		$543K Buy
+12,382
New +$540K 0.27% 89

Other funds holding NTAP

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Strategic Wealth Partners's NTAP Position: Q1 2026 in Review

Strategic Wealth Partners reduced its NetApp (NTAP) stake by 0.39% in Q1 2026, selling an estimated $406 and leaving 1,011 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #389.

Strategic Wealth Partners first reported a position in NTAP in Q3 2020 and has held it in 17 quarters since. The position peaked at $3.16M in Q2 2023. 855 funds tracked by Wall St. Rank hold NTAP as of Q1 2026.

  • Strategic Wealth Partners held 1,011 shares of NetApp worth $104K as of Q1 2026.
  • Strategic Wealth Partners sold 4 NetApp shares in Q1 2026, an estimated $406.
  • NetApp made up 0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #389 holding.
  • Strategic Wealth Partners first reported a position in NetApp in Q3 2020 and has held it in 17 quarters since.
  • Strategic Wealth Partners's NetApp position peaked at $3.16M in Q2 2023.
  • 855 funds tracked by Wall St. Rank held NetApp as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.