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Advocate Group’s Apple AAPL Stock Holding History

Advocate Group’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 		$10.9M Sell
37,698
-1,364
-3% -$390K 1.64% 16
2026
Q1 		$9.91M Sell
39,062
-937
-2% -$244K 1.55% 20
2025
Q4 		$10.9M Sell
39,999
-918
-2% -$246K 1.76% 13
2025
Q3 		$10.4M Sell
40,917
-1,384
-3% -$313K 1.71% 16
2025
Q2 		$8.68M Sell
42,301
-190
-0.4% -$38.4K 1.55% 20
2025
Q1 		$9.44M Sell
42,491
-6,113
-13% -$1.42M 1.72% 16
2024
Q4 		$12.2M Buy
48,604
+820
+2% +$193K 2.29% 6
2024
Q3 		$11.1M Sell
47,784
-3,056
-6% -$682K 2.02% 7
2024
Q2 		$10.7M Sell
50,840
-1,582
-3% -$295K 2.16% 7
2024
Q1 		$8.99M Sell
52,422
-4,261
-8% -$775K 1.79% 13
2023
Q4 		$10.9M Sell
56,683
-4,446
-7% -$821K 2.34% 7
2023
Q3 		$10.5M Sell
61,129
-2,738
-4% -$502K 2.43% 4
2023
Q2 		$12.4M Sell
63,867
-734
-1% -$128K 2.73% 3
2023
Q1 		$10.7M Sell
64,601
-5,946
-8% -$877K 2.33% 5
2022
Q4 		$9.17M Sell
70,547
-1,920
-3% -$274K 1.97% 11
2022
Q3 		$10M Sell
72,467
-2,539
-3% -$398K 2.48% 5
2022
Q2 		$10.3M Buy
+75,006
New +$11.4M 2.39% 6

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Advocate Group's AAPL Position: Q2 2026 in Review

Advocate Group reduced its Apple (AAPL) stake by 3.5% in Q2 2026, selling an estimated $390K and leaving 37,698 shares worth $10.9M. The position accounts for 1.64% of the portfolio, ranked #16.

Advocate Group first reported a position in AAPL in Q2 2022 and has held it in 17 quarters since. The position peaked at $12.4M in Q2 2023. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Advocate Group held 37,698 shares of Apple worth $10.9M as of Q2 2026.
  • Advocate Group sold 1,364 Apple shares in Q2 2026, an estimated $390K.
  • Apple made up 1.64% of Advocate Group's portfolio in Q2 2026, its #16 holding.
  • Advocate Group first reported a position in Apple in Q2 2022 and has held it in 17 quarters since.
  • Advocate Group's Apple position peaked at $12.4M in Q2 2023.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.