AdviceOne Advisory Services’s Apple AAPL Stock Holding History

AdviceOne Advisory Services’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	$4.24M	Buy	14,638 +259	+2%	+$74.1K	2.39%	5
2026 Q1	$3.65M	Buy	14,379 +97	+0.7%	+$25.2K	2.21%	5
2025 Q4	$3.88M	Buy	14,282 +272	+2%	+$73K	2.29%	5
2025 Q3	$3.57M	Buy	14,010 +297	+2%	+$67.1K	2.37%	5
2025 Q2	$2.81M	Buy	13,713 +514	+4%	+$104K	2.08%	5
2025 Q1	$2.93M	Buy	13,199 +224	+2%	+$51.9K	2.39%	5
2024 Q4	$3.25M	Buy	+12,975	New	+$3.06M	2.88%	5

Other funds holding AAPL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

AdviceOne Advisory Services's AAPL Position: Q2 2026 in Review

AdviceOne Advisory Services increased its Apple (AAPL) stake by 1.8% in Q2 2026, buying an estimated $74.1K and bringing the position to 14,638 shares worth $4.24M. The position accounts for 2.39% of the portfolio, ranked #5.

AdviceOne Advisory Services first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

AdviceOne Advisory Services held 14,638 shares of Apple worth $4.24M as of Q2 2026.
AdviceOne Advisory Services bought 259 Apple shares in Q2 2026, an estimated $74.1K.
Apple made up 2.39% of AdviceOne Advisory Services's portfolio in Q2 2026, its #5 holding.
AdviceOne Advisory Services first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on AdviceOne Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.