Wills Financial Group’s NetApp NTAP Stock Holding History

Wills Financial 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 Q1	$1.92M	Buy	16,161 +3,488	+28%	+$354K	0.72%	37
2025 Q4	$1.36M	Buy	+12,673	New	+$1.45M	0.52%	43

Other funds holding NTAP

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Wills Financial Group's NTAP Position: Q1 2026 in Review

Wills Financial Group increased its NetApp (NTAP) stake by 28% in Q1 2026, buying an estimated $354K and bringing the position to 16,161 shares worth $1.92M. The position accounts for 0.72% of the portfolio, ranked #37.

Wills Financial Group first reported a position in NTAP in Q4 2025 and has held it in 2 quarters since. 855 funds tracked by Wall St. Rank hold NTAP as of Q1 2026.

Wills Financial Group held 16,161 shares of NetApp worth $1.92M as of Q1 2026.
Wills Financial Group bought 3,488 NetApp shares in Q1 2026, an estimated $354K.
NetApp made up 0.72% of Wills Financial Group's portfolio in Q1 2026, its #37 holding.
Wills Financial Group first reported a position in NetApp in Q4 2025 and has held it in 2 quarters since.
855 funds tracked by Wall St. Rank held NetApp as of Q1 2026.

Based on Wills Financial Group's 13F filing for Q1 2026, filed 14 May 2026.