Position in NTAP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$32,429,028
+$9,359,538 QoQ
Shares Held
209,544
-7.0% QoQ
Ownership
0.107%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#116
of 947 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NTAP Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Moran Wealth Management, LLC holds $158,144,354 across 20 Software - Infrastructure names. NTAP ranks #2 (20.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
97,043 | $36,198,979 | |
| 2 | NTAP |
NetApp, Inc.
This page
|
209,544 | $32,429,028 | |
| 3 | PANW |
Palo Alto Networks Inc
|
66,727 | $22,755,241 | |
| 4 | FTNT |
Fortinet, Inc.
|
97,816 | $15,026,493 | |
| 5 | CPAY |
Corpay, Inc.
|
38,824 | $12,938,874 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
59,464 | $11,344,838 | |
| 7 | XYZ |
Block, Inc.
|
103,832 | $7,891,232 | |
| 8 | DOX |
Amdocs Ltd
|
87,700 | $4,432,357 |
All Filings in NTAP
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,429,028 | 209,544 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $23,069,490 | 225,310 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $26,044,180 | 243,199 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $32,190,201 | 271,739 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $30,141,716 | 282,888 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $17,861,824 | 203,345 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $24,027,283 | 206,989 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $25,835,451 | 209,177 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $28,097,720 | 218,150 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $23,357,504 | 222,516 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $20,295,313 | 230,210 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $18,367,588 | 242,061 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||