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True Wealth Design’s NetApp NTAP Stock Holding History

True Wealth Design’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 		$33.1K Buy
214
+31
+17% +$4.05K 0.01% 637
2026
Q1 		$18.7K Sell
183
-474
-72% -$48.1K 0.01% 742
2025
Q4 		$70.4K Buy
657
+53
+9% +$6.05K 0.02% 248
2025
Q3 		$71.5K Buy
604
+419
+226% +$46.9K 0.02% 231
2025
Q2 		$19.7K Buy
185
+168
+988% +$15.9K 0.01% 382
2025
Q1 		$1.49K Sell
17
-269
-94% -$29.7K ﹤0.01% 1115
2024
Q4 		$33.2K Sell
286
-66
-19% -$8.06K 0.01% 245
2024
Q3 		$43.5K Buy
352
+340
+2,833% +$42.4K 0.02% 163
2024
Q2 		$1.55K Sell
12
-9,466
-100% -$1.06M ﹤0.01% 406
2024
Q1 		$995K Sell
9,478
-406
-4% -$37.6K 0.25% 34
2023
Q4 		$871K Sell
9,884
-302
-3% -$24.3K 0.25% 48
2023
Q3 		$773K Buy
10,186
+10,181
+203,620% +$787K 0.26% 67
2023
Q2 		$382 Buy
5
+2
+67% +$135 ﹤0.01% 514
2023
Q1 		$192 Hold
3
– – ﹤0.01% 742
2022
Q4 		$180 Buy
+3
New +$199 ﹤0.01% 679

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

True Wealth Design's NTAP Position: Q2 2026 in Review

True Wealth Design increased its NetApp (NTAP) stake by 17% in Q2 2026, buying an estimated $4.05K and bringing the position to 214 shares worth $33.1K. The position accounts for 0.01% of the portfolio, ranked #637.

True Wealth Design first reported a position in NTAP in Q4 2022 and has held it in 15 quarters since. The position peaked at $995K in Q1 2024. 954 funds tracked by Wall St. Rank hold NTAP as of Q2 2026.

  • True Wealth Design held 214 shares of NetApp worth $33.1K as of Q2 2026.
  • True Wealth Design bought 31 NetApp shares in Q2 2026, an estimated $4.05K.
  • NetApp made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #637 holding.
  • True Wealth Design first reported a position in NetApp in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's NetApp position peaked at $995K in Q1 2024.
  • 954 funds tracked by Wall St. Rank held NetApp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.