Position in NTAP
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$103,516
-$5,180 QoQ
Shares Held
1,011
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
17 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NTAP Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Strategic Wealth Partners, Ltd. holds $68,388,168 across 31 Software - Infrastructure names. NTAP ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
113,597 | $42,050,201 | |
| 2 | ORCL |
Oracle Corp
|
114,381 | $16,826,588 | |
| 3 | CPAY |
Corpay, Inc.
|
12,603 | $3,667,346 | |
| 4 | PANW |
Palo Alto Networks Inc
|
19,027 | $3,050,408 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
15,872 | $2,321,756 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
1,331 | $129,908 | |
| 7 | NTAP |
NetApp, Inc.
This page
|
1,011 | $103,516 | |
| 8 | NN |
Nextnav Inc.
|
2,353 | $37,695 |
All Filings in NTAP
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $103,516 | 1,011 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $108,696 | 1,015 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $127,818 | 1,079 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $118,377 | 1,111 | Shares | Sole | 2025-08-11 | |
| 2023-12-31 | $457,991 | 5,195 | Shares | Sole | 2024-05-20 | |
| 2023-09-30 | $431,833 | 5,691 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $3,160,438 | 41,367 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $2,694,086 | 42,194 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $2,608,946 | 43,439 | Shares | Sole | 2023-04-24 | |
| 2022-09-30 | $2,738,346 | 44,274 | Shares | Sole | 2023-04-24 | |
| 2022-03-31 | $1,579,905 | 19,035 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $1,159,533 | 12,605 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,020,122 | 11,365 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $949,766 | 11,608 | Shares | Sole | 2021-08-25 | |
| 2021-03-31 | $877,562 | 12,076 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $794,018 | 11,987 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $542,826 | 12,382 | Shares | Sole | 2020-11-10 | |
| No filing history on record for this holder in this stock. | ||||||