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Valeo Financial Advisors’s NetApp NTAP Stock Holding History

Valeo 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
Q3 		$767K Buy
3,651
+190
+5% +$35K 0.02% 355
2026
Q2 		$536K Buy
3,461
+176
+5% +$23K 0.01% 430
2026
Q1 		$336K Sell
3,285
-1,322
-29% -$134K 0.01% 507
2025
Q4 		$493K Buy
4,607
+223
+5% +$25.5K 0.01% 468
2025
Q3 		$519K Sell
4,384
-36
-0.8% -$4.03K 0.01% 453
2025
Q2 		$471K Buy
+4,420
New +$419K 0.01% 467
2020
Q4 		– Sell
-175
Closed -$8K – 1783
2020
Q3 		$8K Sell
175
-44
-20% -$1.92K ﹤0.01% 1143
2020
Q2 		$10K Buy
219
+184
+526% +$7.91K ﹤0.01% 1286
2020
Q1 		$1K Buy
+35
New +$1.81K ﹤0.01% 1685
2019
Q4 		– Sell
-27
Closed -$1K – 1688
2019
Q3 		$1K Sell
27
-380
-93% -$20.4K ﹤0.01% 1467
2019
Q2 		$25K Hold
407
– – ﹤0.01% 783
2019
Q1 		$28K Buy
407
+2
+0.5% +$129 ﹤0.01% 687
2018
Q4 		$24K Sell
405
-30
-7% -$2.16K ﹤0.01% 657
2018
Q3 		$34K Buy
435
+362
+496% +$29.9K ﹤0.01% 633
2018
Q2 		$6K Sell
73
-44
-38% -$3.09K ﹤0.01% 1090
2018
Q1 		$7K Buy
117
+29
+33% +$1.77K ﹤0.01% 1033
2017
Q4 		$5K Buy
88
+3
+4% +$151 ﹤0.01% 1018
2017
Q3 		$4K Buy
+85
New +$3.51K ﹤0.01% 919

Other funds holding NTAP

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
RL
Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Valeo Financial Advisors's NTAP Position: Q3 2026 in Review

Valeo Financial Advisors increased its NetApp (NTAP) stake by 5.5% in Q3 2026, buying an estimated $35K and bringing the position to 3,651 shares worth $767K. The position accounts for 0.02% of the portfolio, ranked #355.

Valeo Financial Advisors first reported a position in NTAP in Q3 2017 and has held it in 18 quarters since. 36 funds tracked by Wall St. Rank hold NTAP as of Q3 2026.

  • Valeo Financial Advisors held 3,651 shares of NetApp worth $767K as of Q3 2026.
  • Valeo Financial Advisors bought 190 NetApp shares in Q3 2026, an estimated $35K.
  • NetApp made up 0.02% of Valeo Financial Advisors's portfolio in Q3 2026, its #355 holding.
  • Valeo Financial Advisors first reported a position in NetApp in Q3 2017 and has held it in 18 quarters since.
  • 36 funds tracked by Wall St. Rank held NetApp as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.