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
2021
Q1 		– Sell
-13,500
Closed -$894K – 1223
2020
Q4 		$894K Buy
+13,500
New +$713K 0.01% 702
2020
Q1 		– Sell
-136
Closed -$847K – 1314
2019
Q4 		$847K Buy
+136
New +$7.93K 0.01% 832

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

United Capital Financial Advisors's NTAP Position: Q1 2026 in Review

United Capital Financial Advisors increased its NetApp (NTAP) stake by 29% in Q1 2026, buying an estimated $288K and bringing the position to 12,639 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #672.

United Capital Financial Advisors first reported a position in NTAP in Q2 2013 and has held it in 24 quarters since. The position peaked at $9.09M in Q1 2014. 858 funds tracked by Wall St. Rank hold NTAP as of Q1 2026.

  • United Capital Financial Advisors held 12,639 shares of NetApp worth $1.29M as of Q1 2026.
  • United Capital Financial Advisors bought 2,838 NetApp shares in Q1 2026, an estimated $288K.
  • NetApp made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #672 holding.
  • United Capital Financial Advisors first reported a position in NetApp in Q2 2013 and has held it in 24 quarters since.
  • United Capital Financial Advisors's NetApp position peaked at $9.09M in Q1 2014.
  • 858 funds tracked by Wall St. Rank held NetApp as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.