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Aletheian Wealth Advisors’s Apple AAPL Stock Holding History

Aletheian Wealth Advisors’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 		$4.95M Buy
17,119
+1,751
+11% +$501K 2.12% 12
2026
Q1 		$3.9M Buy
+15,368
New +$4M 1.9% 12
2025
Q3 		$4.54M Sell
17,822
-254
-1% -$57.4K 2.11% 12
2025
Q2 		$3.71M Sell
18,076
-780
-4% -$158K 1.82% 13
2025
Q1 		$4.19M Buy
18,856
+3,248
+21% +$752K 2.35% 9
2024
Q4 		$3.91M Buy
15,608
+572
+4% +$135K 2.31% 9
2024
Q3 		$3.5M Sell
15,036
-402
-3% -$89.8K 2.05% 10
2024
Q2 		$3.25M Sell
15,438
-11,338
-42% -$2.11M 1.71% 12
2024
Q1 		$4.59M Buy
26,776
+11,116
+71% +$2.02M 2.49% 10
2023
Q4 		$3.02M Sell
15,660
-1,149
-7% -$212K 2% 12
2023
Q3 		$2.88M Sell
16,809
-1,272
-7% -$233K 2.21% 10
2023
Q2 		$3.51M Buy
18,081
+6,373
+54% +$1.11M 2.4% 10
2023
Q1 		$1.93M Sell
11,708
-440
-4% -$64.9K 1.7% 14
2022
Q4 		$1.58M Buy
12,148
+3,765
+45% +$538K 1.36% 18
2022
Q3 		$1.16M Sell
8,383
-1,801
-18% -$283K 1.32% 24
2022
Q2 		$1.39M Buy
10,184
+1,895
+23% +$287K 1.41% 19
2022
Q1 		$1.45M Buy
8,289
+1,221
+17% +$205K 1.37% 19
2021
Q4 		$1.25M Buy
+7,068
New +$1.12M 1.23% 19

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Aletheian Wealth Advisors's AAPL Position: Q2 2026 in Review

Aletheian Wealth Advisors increased its Apple (AAPL) stake by 11% in Q2 2026, buying an estimated $501K and bringing the position to 17,119 shares worth $4.95M. The position accounts for 2.12% of the portfolio, ranked #12.

Aletheian Wealth Advisors first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. 1,172 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Aletheian Wealth Advisors held 17,119 shares of Apple worth $4.95M as of Q2 2026.
  • Aletheian Wealth Advisors bought 1,751 Apple shares in Q2 2026, an estimated $501K.
  • Apple made up 2.12% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #12 holding.
  • Aletheian Wealth Advisors first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • 1,172 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.