Wealthspire Advisors (New York)’s NetApp NTAP Stock Holding History

Wealthspire Advisors (New York)’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	$200K	Sell	1,954 -1,640	-46%	-$166K	﹤0.01%	872
2025 Q4	$385K	Buy	3,594 +1,390	+63%	+$159K	﹤0.01%	704
2025 Q3	$261K	Sell	2,204 -61	-3%	-$6.82K	﹤0.01%	715
2025 Q2	$241K	Buy	+2,265	New	+$215K	﹤0.01%	726
2025 Q1	–	Sell	-3,132	Closed	-$364K	–	817
2024 Q4	$364K	Buy	3,132 +123	+4%	+$15K	﹤0.01%	597
2024 Q3	$372K	Buy	3,009 +954	+46%	+$119K	﹤0.01%	569
2024 Q2	$265K	Sell	2,055 -129	-6%	-$14.5K	﹤0.01%	565
2024 Q1	$229K	Sell	2,184 -420	-16%	-$38.9K	﹤0.01%	567
2023 Q4	$230K	Buy	+2,604	New	+$210K	﹤0.01%	582
2019 Q1	–	Sell	-75	Closed	-$4K	–	552
2018 Q4	$4K	Buy	+75	New	+$5.39K	﹤0.01%	688

Other funds holding NTAP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (New York)'s NTAP Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its NetApp (NTAP) stake by 46% in Q1 2026, selling an estimated $166K and leaving 1,954 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #872.

Wealthspire Advisors (New York) first reported a position in NTAP in Q4 2018 and has held it in 10 quarters since. The position peaked at $385K in Q4 2025. 858 funds tracked by Wall St. Rank hold NTAP as of Q1 2026.

Wealthspire Advisors (New York) held 1,954 shares of NetApp worth $200K as of Q1 2026.
Wealthspire Advisors (New York) sold 1,640 NetApp shares in Q1 2026, an estimated $166K.
NetApp made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #872 holding.
Wealthspire Advisors (New York) first reported a position in NetApp in Q4 2018 and has held it in 10 quarters since.
Wealthspire Advisors (New York)'s NetApp position peaked at $385K in Q4 2025.
858 funds tracked by Wall St. Rank held NetApp as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.