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Synergy Investment Management’s NetApp NTAP Stock Holding History

Synergy Investment 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
Q2 		$222K Sell
1,434
-23
-2% -$3.01K 0.05% 162
2026
Q1 		$149K Buy
+1,457
New +$148K 0.05% 165
2025
Q2 		– Sell
-275
Closed -$24.2K – 403
2025
Q1 		$24.2K Sell
275
-1
-0.4% -$111 0.01% 295
2024
Q4 		$32K Buy
+276
New +$33.7K 0.01% 276

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 $3.38T AUM 44.17% 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

Synergy Investment Management's NTAP Position: Q2 2026 in Review

Synergy Investment Management reduced its NetApp (NTAP) stake by 1.6% in Q2 2026, selling an estimated $3.01K and leaving 1,434 shares worth $222K. The position accounts for 0.05% of the portfolio, ranked #162.

Synergy Investment Management first reported a position in NTAP in Q4 2024 and has held it in 4 quarters since. 968 funds tracked by Wall St. Rank hold NTAP as of Q2 2026.

  • Synergy Investment Management held 1,434 shares of NetApp worth $222K as of Q2 2026.
  • Synergy Investment Management sold 23 NetApp shares in Q2 2026, an estimated $3.01K.
  • NetApp made up 0.05% of Synergy Investment Management's portfolio in Q2 2026, its #162 holding.
  • Synergy Investment Management first reported a position in NetApp in Q4 2024 and has held it in 4 quarters since.
  • 968 funds tracked by Wall St. Rank held NetApp as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.