Valley Wealth Managers
NTAP icon

Valley Wealth Managers’s NetApp NTAP Stock Holding History

Valley Wealth Managers’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 		$7.74M Sell
36,823
-44
-0.1% -$8.12K 0.44% 53
2026
Q2 		$5.71M Sell
36,867
-13,731
-27% -$1.79M 0.33% 65
2026
Q1 		$5.18M Buy
50,598
+1,271
+3% +$129K 0.33% 62
2025
Q4 		$5.28M Buy
49,327
+757
+2% +$86.4K 0.34% 61
2025
Q3 		$5.75M Buy
48,570
+654
+1% +$73.1K 0.38% 58
2025
Q2 		$5.11M Buy
47,916
+2,654
+6% +$252K 0.37% 56
2025
Q1 		$3.98M Buy
45,262
+6,670
+17% +$737K 0.3% 75
2024
Q4 		$4.48M Sell
38,592
-3,788
-9% -$463K 0.33% 61
2024
Q3 		$5.23M Sell
42,380
-1,722
-4% -$215K 0.39% 53
2024
Q2 		$5.68M Sell
44,102
-7,912
-15% -$888K 0.45% 51
2024
Q1 		$5.46M Sell
52,014
-8,009
-13% -$742K 0.41% 58
2023
Q4 		$5.29M Sell
60,023
-3,499
-6% -$282K 0.41% 56
2023
Q3 		$4.82M Sell
63,522
-3,837
-6% -$297K 0.4% 61
2023
Q2 		$5.15M Sell
67,359
-2,716
-4% -$183K 0.46% 48
2023
Q1 		$4.47M Buy
70,075
+7,269
+12% +$470K 0.41% 67
2022
Q4 		$3.77M Buy
62,806
+1,612
+3% +$107K 0.35% 78
2022
Q3 		$3.78M Buy
61,194
+1,536
+3% +$107K 0.38% 70
2022
Q2 		$3.89M Buy
59,658
+2,678
+5% +$193K 0.36% 71
2022
Q1 		$4.73M Buy
56,980
+298
+0.5% +$25.9K 0.4% 57
2021
Q4 		$5.21M Sell
56,682
-266
-0.5% -$24K 0.42% 55
2021
Q3 		$5.11M Sell
56,948
-1,065
-2% -$89.9K 0.45% 52
2021
Q2 		$4.75M Sell
58,013
-498
-0.9% -$38.9K 0.4% 53
2021
Q1 		$4.25M Buy
58,511
+4,931
+9% +$332K 0.38% 55
2020
Q4 		$3.55M Sell
53,580
-1,285
-2% -$67.9K 0.35% 56
2020
Q3 		$2.41M Sell
54,865
-2,450
-4% -$107K 0.26% 73
2020
Q2 		$2.54M Buy
+57,315
New +$2.46M 0.29% 73

Other funds holding NTAP

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Kepler Cheuvreux
Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
UNICOM Systems
UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Valley Wealth Managers's NTAP Position: Q3 2026 in Review

Valley Wealth Managers reduced its NetApp (NTAP) stake by 0.12% in Q3 2026, selling an estimated $8.12K and leaving 36,823 shares worth $7.74M. The position accounts for 0.44% of the portfolio, ranked #53.

Valley Wealth Managers first reported a position in NTAP in Q2 2020 and has held it in 26 quarters since. 197 funds tracked by Wall St. Rank hold NTAP as of Q3 2026.

  • Valley Wealth Managers held 36,823 shares of NetApp worth $7.74M as of Q3 2026.
  • Valley Wealth Managers sold 44 NetApp shares in Q3 2026, an estimated $8.12K.
  • NetApp made up 0.44% of Valley Wealth Managers's portfolio in Q3 2026, its #53 holding.
  • Valley Wealth Managers first reported a position in NetApp in Q2 2020 and has held it in 26 quarters since.
  • 197 funds tracked by Wall St. Rank held NetApp as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.