PERSONAL CFO SOLUTIONS, LLC

Position in NTAP — NetApp, Inc.

CIK 1677501 CHESTER, NJ

Position in NTAP

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,282,650

+$364,622 QoQ

Shares Held

8,288

-7.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#456

of 950 holders

Holding Since

Dec 2020

14 quarters on record

Voting authority Sole 17% Shared 0% None 83%

Technology · as of Jun 30, 2026

PERSONAL CFO SOLUTIONS, LLC holds $22,997,303 across 12 Software - Infrastructure names. NTAP ranks #4 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	36,298	$13,539,879
2	ORCL	Oracle Corp	16,549	$2,425,255
3	PLTR	Palantir Technologies Inc.	11,898	$1,388,139
4	NTAP	NetApp, Inc. This page	8,288	$1,282,650
5	CRWD	CrowdStrike Holdings, Inc.	6,500	$1,240,102
6	SNPS	Synopsys Inc	1,496	$667,320
7	PANW	Palo Alto Networks Inc	1,663	$567,116
8	AKAM	Akamai Technologies Inc	4,566	$539,746

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,282,650	8,288	-7.6%	Shares	Sole	2026-08-07
2026-03-31	$918,028	8,966	+298.3%	Shares	Sole	2026-04-30
2025-12-31	$241,059	2,251	-1.1%	Shares	Defined	2026-01-22
2025-09-30	$269,496	2,275	-7.7%	Shares	Defined	2025-11-10
2025-06-30	$262,645	2,465	+6.7%	Shares	Defined	2025-08-12
2025-03-31	$202,910	2,310	+2.0%	Shares	Defined	2025-04-30
2024-12-31	$262,921	2,265	+8.0%	Shares	Defined	2025-02-07
2024-09-30	$259,123	2,098	-2.2%	Shares	Defined	2024-11-14
2024-06-30	$276,276	2,145	+1.2%	Shares	Defined	2024-08-09
2024-03-31	$222,431	2,119	-70.4%	Shares	Defined	2024-05-13
2023-03-31	$457,421	7,164	+8.1%	Shares	Defined	2023-05-09
2022-12-31	$397,957	6,626	+180.2%	Shares	Defined	2023-02-14
2021-12-31	$217,556	2,365	-43.6%	Shares	Defined	2022-02-11
2020-12-31	$277,611	4,191	—	Shares	Defined	2021-02-09
No filing history on record for this holder in this stock.