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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
Q2 		$156K Hold
1,011
– – 0.01% 338
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 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 $495B AUM 43.24% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Strategic Wealth Partners's NTAP Position: Q2 2026 in Review

Strategic Wealth Partners held its NetApp (NTAP) position steady in Q2 2026 at 1,011 shares worth $156K. The position accounts for 0.01% of the portfolio, ranked #338.

Strategic Wealth Partners first reported a position in NTAP in Q3 2020 and has held it in 18 quarters since. The position peaked at $3.16M in Q2 2023. 964 funds tracked by Wall St. Rank hold NTAP as of Q2 2026.

  • Strategic Wealth Partners held 1,011 shares of NetApp worth $156K as of Q2 2026.
  • Strategic Wealth Partners left its NetApp share count unchanged in Q2 2026.
  • NetApp made up 0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #338 holding.
  • Strategic Wealth Partners first reported a position in NetApp in Q3 2020 and has held it in 18 quarters since.
  • Strategic Wealth Partners's NetApp position peaked at $3.16M in Q2 2023.
  • 964 funds tracked by Wall St. Rank held NetApp as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.