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Activest Wealth Management’s Apple AAPL Stock Holding History

Activest Wealth Management’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.5M Sell
84,546
-32,074
-28% -$9.17M 4.73% 5
2026
Q1 		$29.6M Sell
116,620
-8,344
-7% -$2.17M 5.2% 4
2025
Q4 		$34M Sell
124,964
-12,094
-9% -$3.25M 6.35% 4
2025
Q3 		$34.9M Buy
137,058
+1,449
+1% +$327K 7.07% 4
2025
Q2 		$27.8M Buy
135,609
+6,285
+5% +$1.27M 6.71% 4
2025
Q1 		$28.7M Buy
129,324
+933
+0.7% +$216K 7.71% 3
2024
Q4 		$32.2M Buy
128,391
+2,776
+2% +$654K 8.99% 2
2024
Q3 		$29.3M Sell
125,615
-198
-0.2% -$44.2K 9.04% 2
2024
Q2 		$26.5M Buy
125,813
+100,533
+398% +$18.7M 8.72% 2
2024
Q1 		$4.34M Buy
25,280
+4,289
+20% +$780K 2.09% 8
2023
Q4 		$4.04M Sell
20,991
-373
-2% -$68.9K 2.23% 8
2023
Q3 		$3.66M Buy
21,364
+686
+3% +$126K 2.25% 9
2023
Q2 		$1.48M Sell
20,678
-1,972
-9% -$344K 1.02% 10
2023
Q1 		$3.66M Buy
+22,650
New +$3.34M 2.35% 9
2022
Q3 		– Sell
-20,979
Closed -$2.87M – 428
2022
Q2 		$2.87M Buy
20,979
+550
+3% +$83.3K 2.03% 7
2022
Q1 		$3.57M Buy
20,429
+3,765
+23% +$633K 2.29% 7
2021
Q4 		$2.96M Buy
16,664
+593
+4% +$93.7K 1.83% 9
2021
Q3 		$2.27M Buy
16,071
+1,914
+14% +$282K 1.51% 10
2021
Q2 		$1.94M Sell
14,157
-2,582
-15% -$335K 1.46% 9
2021
Q1 		$2.04M Buy
+16,739
New +$2.15M 1.67% 10

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Activest Wealth Management's AAPL Position: Q2 2026 in Review

Activest Wealth Management reduced its Apple (AAPL) stake by 28% in Q2 2026, selling an estimated $9.17M and leaving 84,546 shares worth $24.5M. The position accounts for 4.73% of the portfolio, ranked #5.

Activest Wealth Management first reported a position in AAPL in Q1 2021 and has held it in 20 quarters since. The position peaked at $34.9M in Q3 2025. 2,580 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Activest Wealth Management held 84,546 shares of Apple worth $24.5M as of Q2 2026.
  • Activest Wealth Management sold 32,074 Apple shares in Q2 2026, an estimated $9.17M.
  • Apple made up 4.73% of Activest Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Activest Wealth Management first reported a position in Apple in Q1 2021 and has held it in 20 quarters since.
  • Activest Wealth Management's Apple position peaked at $34.9M in Q3 2025.
  • 2,580 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.