Total Wealth Planning & Management’s Netskope Inc NTSK Stock Holding History

Total Wealth Planning & Management’s Portfolio NTSK Stock Details NTSK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$152K	Buy	+13,854	New	+$141K	0.1%	208

Other funds holding NTSK

Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Sapphire Ventures Austin, Texas $104M AUM 22.23% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Total Wealth Planning & Management's NTSK Position: Q2 2026 in Review

Total Wealth Planning & Management opened a new position in Netskope Inc (NTSK) in Q2 2026: 13,854 shares worth $152K. The stake represents 0.1% of the portfolio and ranks #208 among its holdings.

202 funds tracked by Wall St. Rank hold NTSK as of Q2 2026.

Total Wealth Planning & Management held 13,854 shares of Netskope Inc worth $152K as of Q2 2026.
Netskope Inc was a new Total Wealth Planning & Management position in Q2 2026.
Netskope Inc made up 0.1% of Total Wealth Planning & Management's portfolio in Q2 2026, its #208 holding.
202 funds tracked by Wall St. Rank held Netskope Inc as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.