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Whipplewood Advisors’s NetApp NTAP Stock Holding History

Whipplewood 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 		$3.4K Sell
22
-42
-66% -$5.49K ﹤0.01% 364
2026
Q1 		$6.55K Buy
+64
New +$6.5K ﹤0.01% 562
2025
Q3 		– Sell
-167
Closed -$17.8K – 885
2025
Q2 		$17.8K Buy
167
+123
+280% +$11.7K 0.01% 485
2025
Q1 		$9.14K Sell
44
-37
-46% -$4.09K 0.01% 578
2024
Q4 		$9.4K Buy
+81
New +$9.9K 0.01% 563

Other funds holding NTAP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Whipplewood Advisors's NTAP Position: Q2 2026 in Review

Whipplewood Advisors reduced its NetApp (NTAP) stake by 66% in Q2 2026, selling an estimated $5.49K and leaving 22 shares worth $3.4K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

Whipplewood Advisors first reported a position in NTAP in Q4 2024 and has held it in 5 quarters since. The position peaked at $17.8K in Q2 2025. 954 funds tracked by Wall St. Rank hold NTAP as of Q2 2026.

  • Whipplewood Advisors held 22 shares of NetApp worth $3.4K as of Q2 2026.
  • Whipplewood Advisors sold 42 NetApp shares in Q2 2026, an estimated $5.49K.
  • NetApp made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #364 holding.
  • Whipplewood Advisors first reported a position in NetApp in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's NetApp position peaked at $17.8K in Q2 2025.
  • 954 funds tracked by Wall St. Rank held NetApp as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.