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Unique Wealth Strategies’s NetApp NTAP Stock Holding History

Unique Wealth Strategies’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 		– Sell
-5,456
Closed -$584K – 240
2025
Q4 		$584K Buy
+5,456
New +$623K 0.23% 141
2024
Q3 		– Sell
-15
Closed -$1.57K – 516
2024
Q2 		$1.57K Buy
+15
New +$1.68K ﹤0.01% 508

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

Unique Wealth Strategies's NTAP Position: Q1 2026 in Review

Unique Wealth Strategies sold out of NetApp (NTAP) in Q1 2026, closing a stake of 5,456 shares — an estimated $584K sold.

Unique Wealth Strategies first reported a position in NTAP in Q2 2024 and held it in 2 quarters. The position peaked at $584K in Q4 2025. 858 funds tracked by Wall St. Rank hold NTAP as of Q1 2026.

  • Unique Wealth Strategies reported no remaining NetApp position as of Q1 2026 after selling out during the quarter.
  • Unique Wealth Strategies sold 5,456 NetApp shares in Q1 2026, an estimated $584K.
  • Unique Wealth Strategies first reported a position in NetApp in Q2 2024 and held it in 2 quarters.
  • Unique Wealth Strategies's NetApp position peaked at $584K in Q4 2025.
  • 858 funds tracked by Wall St. Rank held NetApp as of Q1 2026.

Based on Unique Wealth Strategies's 13F filing for Q1 2026, filed 15 Jul 2026.