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West Financial Advisors’s NetApp NTAP Stock Holding History

West 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
Q2 		$36.7K Buy
+237
New +$31K 0.01% 113
2026
Q1 		– Sell
-39
Closed -$4.18K – 222
2025
Q4 		$4.18K Buy
+39
New +$4.45K ﹤0.01% 179
2022
Q2 		– Sell
-68
Closed -$6K – 189
2022
Q1 		$6K Buy
+68
New +$5.91K ﹤0.01% 162

Other funds holding NTAP

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

West Financial Advisors's NTAP Position: Q2 2026 in Review

West Financial Advisors opened a new position in NetApp (NTAP) in Q2 2026: 237 shares worth $36.7K. The stake represents 0.01% of the portfolio and ranks #113 among its holdings. This is a return to the name: West Financial Advisors previously reported a position in NTAP as recently as Q4 2025.

West Financial Advisors first reported a position in NTAP in Q1 2022 and has held it in 3 quarters since. 175 funds tracked by Wall St. Rank hold NTAP as of Q2 2026.

  • West Financial Advisors held 237 shares of NetApp worth $36.7K as of Q2 2026.
  • NetApp was a new West Financial Advisors position in Q2 2026.
  • NetApp made up 0.01% of West Financial Advisors's portfolio in Q2 2026, its #113 holding.
  • West Financial Advisors first reported a position in NetApp in Q1 2022 and has held it in 3 quarters since.
  • 175 funds tracked by Wall St. Rank held NetApp as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.