TFM
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TFC Financial Management’s NetApp NTAP Stock Holding History

TFC Financial 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
Q1 		$1.02K Hold
10
– – ﹤0.01% 612
2025
Q4 		$1.07K Hold
10
– – ﹤0.01% 598
2025
Q3 		$1.19K Hold
10
– – ﹤0.01% 613
2025
Q2 		$1.07K Hold
10
– – ﹤0.01% 567
2025
Q1 		$879 Sell
10
-1
-9% -$111 ﹤0.01% 572
2024
Q4 		$1.28K Hold
11
– – ﹤0.01% 550
2024
Q3 		$1.36K Hold
11
– – ﹤0.01% 548
2024
Q2 		$1.42K Hold
11
– – ﹤0.01% 526
2024
Q1 		$1.16K Buy
11
+1
+10% +$93 ﹤0.01% 532
2023
Q4 		$882 Hold
10
– – ﹤0.01% 529
2023
Q3 		$759 Hold
10
– – ﹤0.01% 554
2023
Q2 		$764 Buy
+10
New +$675 ﹤0.01% 538

Other funds holding NTAP

BlackRock
BlackRock New York $5.7T 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 $431B 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 $653B AUM 32.41% 1-Year Est. Return