UCFA
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United Capital Financial Advisors’s NetApp NTAP Stock Holding History

United Capital Financial 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
Q2 		$1.83M Sell
11,832
-807
-6% -$105K 0.01% 602
2026
Q1 		$1.29M Buy
12,639
+2,838
+29% +$288K 0.01% 672
2025
Q4 		$1.05M Buy
9,801
+1,787
+22% +$204K 0.01% 719
2025
Q3 		$949K Sell
8,014
-32
-0.4% -$3.58K 0.01% 654
2025
Q2 		$857K Buy
8,046
+3,899
+94% +$370K 0.01% 637
2025
Q1 		$364K Sell
4,147
-400
-9% -$44.2K ﹤0.01% 835
2024
Q4 		$528K Sell
4,547
-302
-6% -$36.9K ﹤0.01% 724
2024
Q3 		$599K Sell
4,849
-199
-4% -$24.8K ﹤0.01% 683
2024
Q2 		$650K Buy
5,048
+100
+2% +$11.2K 0.01% 637
2024
Q1 		$519K Sell
4,948
-677
-12% -$62.8K ﹤0.01% 730
2023
Q4 		$496K Buy
+5,625
New +$453K ﹤0.01% 729
2021
Q1 		– Sell
-13,914
Closed -$922K – 1222
2020
Q4 		$922K Buy
13,914
+46
+0.3% +$2.43K 0.01% 694
2020
Q3 		$608K Sell
13,868
-751
-5% -$32.8K ﹤0.01% 779
2020
Q2 		$649K Buy
14,619
+35
+0.2% +$1.5K ﹤0.01% 778
2020
Q1 		$608K Sell
14,584
-1,211
-8% -$62.6K 0.01% 757
2019
Q4 		$983K Buy
+15,795
New +$921K 0.01% 790
2019
Q2 		– Sell
-3,251
Closed -$225K – 1487
2019
Q1 		$225K Buy
+3,251
New +$210K ﹤0.01% 1234
2018
Q4 		– Sell
-3,155
Closed -$271K – 1349
2018
Q3 		$271K Buy
+3,155
New +$261K ﹤0.01% 1151
2015
Q1 		– Sell
-144,321
Closed -$5.98M – 1259
2014
Q4 		$5.98M Buy
144,321
+3,463
+2% +$144K 0.09% 234
2014
Q3 		$6.05M Buy
140,858
+2,434
+2% +$97.5K 0.11% 223
2014
Q2 		$5.05M Sell
138,424
-107,876
-44% -$3.87M 0.09% 238
2014
Q1 		$9.09M Buy
246,300
+121,129
+97% +$4.9M 0.19% 126
2013
Q4 		$5.15M Sell
125,171
-2,806
-2% -$114K 0.18% 143
2013
Q3 		$5.45M Buy
127,977
+457
+0.4% +$19K 0.17% 131
2013
Q2 		$4.82M Buy
+127,520
New +$4.62M 0.13% 196

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 $3.38T AUM 44.17% 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

United Capital Financial Advisors's NTAP Position: Q2 2026 in Review

United Capital Financial Advisors reduced its NetApp (NTAP) stake by 6.4% in Q2 2026, selling an estimated $105K and leaving 11,832 shares worth $1.83M. The position accounts for 0.01% of the portfolio, ranked #602.

United Capital Financial Advisors first reported a position in NTAP in Q2 2013 and has held it in 25 quarters since. The position peaked at $9.09M in Q1 2014. 968 funds tracked by Wall St. Rank hold NTAP as of Q2 2026.

  • United Capital Financial Advisors held 11,832 shares of NetApp worth $1.83M as of Q2 2026.
  • United Capital Financial Advisors sold 807 NetApp shares in Q2 2026, an estimated $105K.
  • NetApp made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #602 holding.
  • United Capital Financial Advisors first reported a position in NetApp in Q2 2013 and has held it in 25 quarters since.
  • United Capital Financial Advisors's NetApp position peaked at $9.09M in Q1 2014.
  • 968 funds tracked by Wall St. Rank held NetApp as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.