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Twin Peaks Wealth Advisors’s NetApp NTAP Stock Holding History

Twin Peaks 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
Q1 		$33.9K Buy
+331
New +$33.6K 0.01% 533
2025
Q3 		– Sell
-318
Closed -$34.3K – 1442
2025
Q2 		$34.3K Buy
+318
New +$30.2K 0.01% 433

Other funds holding NTAP

BlackRock
BlackRock New York $5.72T 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 $432B 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 $1.02T AUM 30.18% 1-Year Est. Return

Twin Peaks Wealth Advisors's NTAP Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in NetApp (NTAP) in Q1 2026: 331 shares worth $33.9K. The stake represents 0.01% of the portfolio and ranks #533 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in NTAP as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in NTAP in Q2 2025 and has held it in 2 quarters since. The position peaked at $34.3K in Q2 2025. 855 funds tracked by Wall St. Rank hold NTAP as of Q1 2026.

  • Twin Peaks Wealth Advisors held 331 shares of NetApp worth $33.9K as of Q1 2026.
  • NetApp was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • NetApp made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #533 holding.
  • Twin Peaks Wealth Advisors first reported a position in NetApp in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's NetApp position peaked at $34.3K in Q2 2025.
  • 855 funds tracked by Wall St. Rank held NetApp as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.