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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
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 		$3.79M 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

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

Valley Wealth Managers's NTAP Position: Q1 2026 in Review

Valley Wealth Managers increased its NetApp (NTAP) stake by 2.6% in Q1 2026, buying an estimated $129K and bringing the position to 50,598 shares worth $5.18M. The position accounts for 0.33% of the portfolio, ranked #62.

Valley Wealth Managers first reported a position in NTAP in Q2 2020 and has held it in 24 quarters since. The position peaked at $5.75M in Q3 2025. 855 funds tracked by Wall St. Rank hold NTAP as of Q1 2026.

  • Valley Wealth Managers held 50,598 shares of NetApp worth $5.18M as of Q1 2026.
  • Valley Wealth Managers bought 1,271 NetApp shares in Q1 2026, an estimated $129K.
  • NetApp made up 0.33% of Valley Wealth Managers's portfolio in Q1 2026, its #62 holding.
  • Valley Wealth Managers first reported a position in NetApp in Q2 2020 and has held it in 24 quarters since.
  • Valley Wealth Managers's NetApp position peaked at $5.75M in Q3 2025.
  • 855 funds tracked by Wall St. Rank held NetApp as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.