UFPG
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United Financial Planning Group’s NetApp NTAP Stock Holding History

United Financial Planning Group’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
-2
Closed -$214 – 563
2025
Q4 		$214 Buy
+2
New +$228 ﹤0.01% 463

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Vanguard Capital Management
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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

United Financial Planning Group's NTAP Position: Q1 2026 in Review

United Financial Planning Group sold out of NetApp (NTAP) in Q1 2026, closing a stake of 2 shares — an estimated $214 sold.

United Financial Planning Group first reported a position in NTAP in Q4 2025 and held it in 1 quarter. The position peaked at $214 in Q4 2025. 865 funds tracked by Wall St. Rank hold NTAP as of Q1 2026.

  • United Financial Planning Group reported no remaining NetApp position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 2 NetApp shares in Q1 2026, an estimated $214.
  • United Financial Planning Group first reported a position in NetApp in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's NetApp position peaked at $214 in Q4 2025.
  • 865 funds tracked by Wall St. Rank held NetApp as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.