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Waverly Advisors’s NetApp NTAP Stock Holding History

Waverly 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
2025
Q4 		– Sell
-1,996
Closed -$236K – 1513
2025
Q3 		$236K Buy
+1,996
New +$223K ﹤0.01% 1137
2018
Q4 		– Sell
-2,400
Closed -$206K – 179
2018
Q3 		$206K Buy
+2,400
New +$198K 0.03% 178
2014
Q4 		– Sell
-2,315
Closed -$99K – 591
2014
Q3 		$99K Hold
2,315
– – 0.05% 139
2014
Q2 		$85K Hold
2,315
– – 0.04% 171
2014
Q1 		$85K Sell
2,315
-146
-6% -$5.9K 0.04% 163
2013
Q4 		$101K Buy
2,461
+2,315
+1,586% +$94K 0.04% 233
2013
Q3 		$6K Buy
+146
New +$6.07K ﹤0.01% 482

Other funds holding NTAP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Waverly Advisors's NTAP Position: Q4 2025 in Review

Waverly Advisors sold out of NetApp (NTAP) in Q4 2025, closing a stake of 1,996 shares — an estimated $236K sold.

Waverly Advisors first reported a position in NTAP in Q3 2013 and held it in 7 quarters. The position peaked at $236K in Q3 2025. 902 funds tracked by Wall St. Rank hold NTAP as of Q4 2025.

  • Waverly Advisors reported no remaining NetApp position as of Q4 2025 after selling out during the quarter.
  • Waverly Advisors sold 1,996 NetApp shares in Q4 2025, an estimated $236K.
  • Waverly Advisors first reported a position in NetApp in Q3 2013 and held it in 7 quarters.
  • Waverly Advisors's NetApp position peaked at $236K in Q3 2025.
  • 902 funds tracked by Wall St. Rank held NetApp as of Q4 2025.

Based on Waverly Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.