Advisornet Financial’s Apple AAPL Stock Holding History

Advisornet Financial’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
2024 Q2	–	Sell	-1,000	Closed	-$171	–	2079
2024 Q1	$171	Buy	+1,000	New	+$182K	﹤0.01%	1997
2022 Q3	–	Sell	-1,000	Closed	-$137K	–	1844
2022 Q2	$137K	Buy	+1,000	New	+$151K	0.01%	583
2019 Q4	–	Sell	-2,000	Closed	-$112K	–	1828
2019 Q3	$112K	Buy	+2,000	New	+$105K	0.01%	642

Other funds holding AAPL

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Advisornet Financial's AAPL Position: Q2 2026 in Review

Advisornet Financial increased its Apple (AAPL) stake by 10% in Q2 2026, buying an estimated $3.51M and bringing the position to 130,323 shares worth $37.7M. The position accounts for 1.72% of the portfolio, ranked #6.

Advisornet Financial first reported a position in AAPL in Q4 2017 and has held it in 35 quarters since. The position peaked at $42.4M in Q2 2023. 3,430 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Advisornet Financial held 130,323 shares of Apple worth $37.7M as of Q2 2026.
Advisornet Financial bought 12,284 Apple shares in Q2 2026, an estimated $3.51M.
Apple made up 1.72% of Advisornet Financial's portfolio in Q2 2026, its #6 holding.
Advisornet Financial first reported a position in Apple in Q4 2017 and has held it in 35 quarters since.
Advisornet Financial's Apple position peaked at $42.4M in Q2 2023.
3,430 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.