Wilkerson Advisory Group’s NetApp NTAP Stock Holding History

Wilkerson Advisory Group’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	–	Sell	-4	Closed	-$410	–	639
2026 Q1	$410	Sell	4 -18	-82%	-$1.83K	﹤0.01%	582
2025 Q4	$2.36K	Buy	+22	New	+$2.51K	﹤0.01%	504

Other funds holding NTAP

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wilkerson Advisory Group's NTAP Position: Q2 2026 in Review

Wilkerson Advisory Group sold out of NetApp (NTAP) in Q2 2026, closing a stake of 4 shares — an estimated $410 sold.

Wilkerson Advisory Group first reported a position in NTAP in Q4 2025 and held it in 2 quarters. The position peaked at $2.36K in Q4 2025. 956 funds tracked by Wall St. Rank hold NTAP as of Q2 2026.

Wilkerson Advisory Group reported no remaining NetApp position as of Q2 2026 after selling out during the quarter.
Wilkerson Advisory Group sold 4 NetApp shares in Q2 2026, an estimated $410.
Wilkerson Advisory Group first reported a position in NetApp in Q4 2025 and held it in 2 quarters.
Wilkerson Advisory Group's NetApp position peaked at $2.36K in Q4 2025.
956 funds tracked by Wall St. Rank held NetApp as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.