Summit Financial Wealth Advisors’s NetApp NTAP Stock Holding History

Summit Financial Wealth Advisors’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	$377K	Buy	2,435 +96	+4%	+$12.5K	0.05%	153
2026 Q1	$239K	Sell	2,339 -64	-3%	-$6.5K	0.03%	173
2025 Q4	$257K	Buy	2,403 +64	+3%	+$7.31K	0.04%	168
2025 Q3	$277K	Hold	2,339	–	–	0.04%	146
2025 Q2	$249K	Hold	2,339	–	–	0.04%	147
2025 Q1	$205K	Hold	2,339	–	–	0.04%	143
2024 Q4	$280K	Hold	2,339	–	–	0.05%	123
2024 Q3	$289K	Hold	2,339	–	–	0.05%	123
2024 Q2	$301K	Hold	2,339	–	–	0.06%	105
2024 Q1	$246K	Sell	2,339 -532	-19%	-$49.3K	0.05%	118
2023 Q4	$253K	Hold	2,871	–	–	0.06%	107
2023 Q3	$217K	Hold	2,871	–	–	0.05%	111
2023 Q2	$219K	Buy	+2,871	New	+$194K	0.05%	115
2022 Q1	–	Sell	-2,871	Closed	-$270K	–	145
2021 Q4	$270K	Hold	2,871	–	–	0.05%	115
2021 Q3	$258K	Hold	2,871	–	–	0.06%	109
2021 Q2	$235K	Buy	+2,871	New	+$224K	0.05%	112

Other funds holding NTAP

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Summit Financial Wealth Advisors's NTAP Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its NetApp (NTAP) stake by 4.1% in Q2 2026, buying an estimated $12.5K and bringing the position to 2,435 shares worth $377K. The position accounts for 0.05% of the portfolio, ranked #153.

Summit Financial Wealth Advisors first reported a position in NTAP in Q2 2021 and has held it in 16 quarters since. 112 funds tracked by Wall St. Rank hold NTAP as of Q2 2026.

Summit Financial Wealth Advisors held 2,435 shares of NetApp worth $377K as of Q2 2026.
Summit Financial Wealth Advisors bought 96 NetApp shares in Q2 2026, an estimated $12.5K.
NetApp made up 0.05% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #153 holding.
Summit Financial Wealth Advisors first reported a position in NetApp in Q2 2021 and has held it in 16 quarters since.
112 funds tracked by Wall St. Rank held NetApp as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.