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U.S. Capital Wealth Advisors’s NetApp NTAP Stock Holding History

U.S. Capital 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 		$421K Buy
4,109
+328
+9% +$33.3K 0.01% 717
2025
Q4 		$405K Buy
3,781
+75
+2% +$8.56K 0.01% 713
2025
Q3 		$439K Buy
3,706
+70
+2% +$7.83K 0.01% 665
2025
Q2 		$387K Sell
3,636
-60
-2% -$5.69K 0.01% 662
2025
Q1 		$325K Buy
3,696
+1,656
+81% +$183K 0.01% 686
2024
Q4 		$237K Buy
2,040
+78
+4% +$9.53K 0.01% 737
2024
Q3 		$242K Buy
1,962
+20
+1% +$2.49K 0.01% 635
2024
Q2 		$250K Sell
1,942
-97
-5% -$10.9K 0.01% 598
2024
Q1 		$214K Buy
+2,039
New +$189K 0.01% 633
2023
Q4 		– Sell
-29,247
Closed -$2.22M – 685
2023
Q3 		$2.22M Sell
29,247
-95
-0.3% -$7.34K 0.1% 181
2023
Q2 		$2.24M Buy
29,342
+192
+0.7% +$13K 0.11% 190
2023
Q1 		$1.86M Sell
29,150
-425
-1% -$27.5K 0.09% 220
2022
Q4 		$1.78M Sell
29,575
-29
-0.1% -$1.92K 0.08% 227
2022
Q3 		$1.83M Sell
29,604
-19,252
-39% -$1.34M 0.09% 204
2022
Q2 		$3.19M Buy
48,856
+92
+0.2% +$6.62K 0.14% 153
2022
Q1 		$4.05M Buy
48,764
+9,168
+23% +$797K 0.15% 148
2021
Q4 		$3.64M Sell
39,596
-532
-1% -$47.9K 0.14% 161
2021
Q3 		$3.6M Buy
+40,128
New +$3.39M 0.16% 147

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 $3.37T AUM 44.26% 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

U.S. Capital Wealth Advisors's NTAP Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its NetApp (NTAP) stake by 8.7% in Q1 2026, buying an estimated $33.3K and bringing the position to 4,109 shares worth $421K. The position accounts for 0.01% of the portfolio, ranked #717.

U.S. Capital Wealth Advisors first reported a position in NTAP in Q3 2021 and has held it in 18 quarters since. The position peaked at $4.05M in Q1 2022. 858 funds tracked by Wall St. Rank hold NTAP as of Q1 2026.

  • U.S. Capital Wealth Advisors held 4,109 shares of NetApp worth $421K as of Q1 2026.
  • U.S. Capital Wealth Advisors bought 328 NetApp shares in Q1 2026, an estimated $33.3K.
  • NetApp made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #717 holding.
  • U.S. Capital Wealth Advisors first reported a position in NetApp in Q3 2021 and has held it in 18 quarters since.
  • U.S. Capital Wealth Advisors's NetApp position peaked at $4.05M in Q1 2022.
  • 858 funds tracked by Wall St. Rank held NetApp as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.