Insight Wealth Strategies, LLC

Position in NTAP — NetApp, Inc.

CIK 1749914 SAN RAMON, CA

Position in NTAP

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$5,784,619

+$3,356,413 QoQ

Shares Held

37,378

+90.1% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

1.39%

of 13F equity value

Holder Rank

#251

of 947 holders

Holding Since

Jun 2021

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Insight Wealth Strategies, LLC holds $32,785,298 across 5 Software - Infrastructure names. NTAP ranks #4 (17.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DOCN	DigitalOcean Holdings, Inc.	63,882	$10,031,390
2	FTNT	Fortinet, Inc.	58,043	$8,916,565
3	MSFT	Microsoft Corp	20,025	$7,469,725
4	NTAP	NetApp, Inc. This page	37,378	$5,784,619
5	PLTR	Palantir Technologies Inc.	4,997	$582,999

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,784,619	37,378	+90.1%	Shares	Sole	2026-07-10
2024-09-30	$2,428,206	19,660	-1.1%	Shares	Sole	2024-10-07
2024-06-30	$2,561,445	19,887	-9.0%	Shares	Sole	2024-07-08
2024-03-31	$2,293,804	21,852	-11.7%	Shares	Sole	2024-04-05
2023-12-31	$2,182,577	24,757	+2.1%	Shares	Sole	2024-01-12
2023-09-30	$1,840,393	24,254	+4.1%	Shares	Sole	2023-10-13
2023-06-30	$1,780,578	23,306	+0.2%	Shares	Sole	2023-07-14
2023-03-31	$1,484,895	23,256	-0.0%	Shares	Sole	2023-04-06
2022-12-31	$1,396,935	23,259	+4.6%	Shares	Sole	2023-01-06
2022-09-30	$1,375,234	22,235	0.0%	Shares	Sole	2022-10-03
2022-06-30	$1,450,611	22,235	-5.3%	Shares	Sole	2022-07-01
2022-03-31	$1,948,342	23,474	+23.0%	Shares	Sole	2022-04-12
2021-12-31	$1,754,985	19,078	+6.9%	Shares	Sole	2022-01-31
2021-09-30	$1,601,497	17,842	+65.4%	Shares	Sole	2021-10-28
2021-06-30	$882,510	10,786	—	Shares	Sole	2021-08-12
No filing history on record for this holder in this stock.