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Adero Partners’s Apple AAPL Stock Holding History

Adero Partners’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
2025
Q1 		$30M Buy
134,925
+1,012
+0.8% +$234K 1.96% 12
2024
Q4 		$33.5M Buy
133,913
+9,924
+8% +$2.34M 2.16% 14
2024
Q3 		$28.9M Sell
123,989
-1,096
-0.9% -$245K 1.92% 13
2024
Q2 		$26.3M Buy
125,085
+33,602
+37% +$6.27M 1.92% 15
2024
Q1 		$15.7M Sell
91,483
-8,170
-8% -$1.49M 1.19% 18
2023
Q4 		$19.2M Buy
99,653
+2,761
+3% +$510K 1.63% 13
2023
Q3 		$16.6M Buy
96,892
+7,576
+8% +$1.39M 1.6% 13
2023
Q2 		$17.3M Buy
89,316
+27,839
+45% +$4.85M 1.71% 13
2023
Q1 		$10.1M Sell
61,477
-3,338
-5% -$493K 1.11% 17
2022
Q4 		$8.42M Buy
64,815
+27,578
+74% +$3.94M 1.01% 17
2022
Q3 		$5.57M Buy
37,237
+171
+0.5% +$26.8K 0.7% 23
2022
Q2 		$5.39M Sell
37,066
-934
-2% -$141K 0.76% 21
2022
Q1 		$6.63M Buy
38,000
+6,212
+20% +$1.04M 0.98% 17
2021
Q4 		$5.64M Sell
31,788
-1,019
-3% -$161K 0.93% 22
2021
Q3 		$4.64M Buy
32,807
+836
+3% +$123K 0.84% 22
2021
Q2 		$4.38M Buy
31,971
+3,776
+13% +$489K 1.01% 21
2021
Q1 		$3.44M Buy
28,195
+17,395
+161% +$2.23M 1.54% 16
2020
Q4 		$1.43M Sell
10,800
-15,611
-59% -$1.88M 1.23% 17
2020
Q3 		$3.06M Buy
26,411
+5,611
+27% +$612K 2.45% 7
2020
Q2 		$1.9M Sell
20,800
-2,424
-10% -$188K 1.97% 11
2020
Q1 		$1.48M Sell
23,224
-364
-2% -$26.8K 2.44% 8
2019
Q4 		$1.73M Buy
+23,588
New +$1.52M 1.94% 11

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Adero Partners's AAPL Position: Q1 2025 in Review

Adero Partners increased its Apple (AAPL) stake by 0.76% in Q1 2025, buying an estimated $234K and bringing the position to 134,925 shares worth $30M. The position accounts for 1.96% of the portfolio, ranked #12.

Adero Partners first reported a position in AAPL in Q4 2019 and has held it in 22 quarters since. The position peaked at $33.5M in Q4 2024. 5,592 funds tracked by Wall St. Rank hold AAPL as of Q1 2025.

  • Adero Partners held 134,925 shares of Apple worth $30M as of Q1 2025.
  • Adero Partners bought 1,012 Apple shares in Q1 2025, an estimated $234K.
  • Apple made up 1.96% of Adero Partners's portfolio in Q1 2025, its #12 holding.
  • Adero Partners first reported a position in Apple in Q4 2019 and has held it in 22 quarters since.
  • Adero Partners's Apple position peaked at $33.5M in Q4 2024.
  • 5,592 funds tracked by Wall St. Rank held Apple as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.