Whitney & Co’s NetApp NTAP Stock Holding History

Whitney & Co’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 Q3	$210K	Buy	+1,000	New	+$184K	0.02%	174
2018 Q4	–	Sell	-1,584	Closed	-$131K	–	329
2018 Q3	$131K	Buy	1,584 +84	+6%	+$6.94K	0.03%	124
2018 Q2	$118K	Hold	1,500	–	–	0.03%	124
2018 Q1	$93K	Buy	+1,500	New	+$91.6K	0.03%	135

Other funds holding NTAP

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Whitney & Co's NTAP Position: Q3 2026 in Review

Whitney & Co opened a new position in NetApp (NTAP) in Q3 2026: 1,000 shares worth $210K. The stake represents 0.02% of the portfolio and ranks #174 among its holdings. This is a return to the name: Whitney & Co previously reported a position in NTAP as recently as Q3 2018.

Whitney & Co first reported a position in NTAP in Q1 2018 and has held it in 4 quarters since. 755 funds tracked by Wall St. Rank hold NTAP as of Q3 2026.

Whitney & Co held 1,000 shares of NetApp worth $210K as of Q3 2026.
NetApp was a new Whitney & Co position in Q3 2026.
NetApp made up 0.02% of Whitney & Co's portfolio in Q3 2026, its #174 holding.
Whitney & Co first reported a position in NetApp in Q1 2018 and has held it in 4 quarters since.
755 funds tracked by Wall St. Rank held NetApp as of Q3 2026.

Based on Whitney & Co's 13F filing for Q3 2026, filed 3 Nov 2026.