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Alterna Wealth Management’s Apple AAPL Stock Holding History

Alterna Wealth Management’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 		$3.05M Sell
10,528
-810
-7% -$232K 1.75% 15
2026
Q1 		$2.88M Buy
11,338
+90
+0.8% +$23.4K 2.18% 12
2025
Q4 		$3.06M Sell
11,248
-17
-0.2% -$4.56K 2.55% 10
2025
Q3 		$2.87M Sell
11,265
-1,468
-12% -$332K 2.36% 12
2025
Q2 		$2.61M Sell
12,733
-6,454
-34% -$1.3M 2.09% 13
2025
Q1 		$4.26M Sell
19,187
-300
-2% -$69.5K 3.23% 8
2024
Q4 		$4.88M Sell
19,487
-793
-4% -$187K 4.12% 5
2024
Q3 		$4.73M Sell
20,280
-1,383
-6% -$309K 4.24% 4
2024
Q2 		$4.56M Buy
21,663
+1,347
+7% +$251K 4% 5
2024
Q1 		$3.48M Buy
20,316
+2,527
+14% +$459K 2.82% 8
2023
Q4 		$3.42M Sell
17,789
-300
-2% -$55.4K 4.12% 5
2023
Q3 		$3.1M Buy
18,089
+665
+4% +$122K 3.96% 6
2023
Q2 		$3.38M Sell
17,424
-4,679
-21% -$815K 3.92% 4
2023
Q1 		$3.64M Sell
22,103
-4,748
-18% -$701K 4.57% 3
2022
Q4 		$3.49M Buy
26,851
+208
+0.8% +$29.7K 3.91% 5
2022
Q3 		$3.68M Buy
26,643
+587
+2% +$92.1K 4.37% 5
2022
Q2 		$3.56M Buy
26,056
+274
+1% +$41.5K 3.62% 4
2022
Q1 		$4.5M Sell
25,782
-5,928
-19% -$997K 3.8% 6
2021
Q4 		$5.63M Buy
+31,710
New +$5.01M 4.68% 2
2020
Q4 		$4.14M Sell
31,204
-189
-0.6% -$22.7K 5.22% 2
2020
Q3 		$3.64M Sell
31,393
-6,207
-17% -$677K 5.27% 3
2020
Q2 		$3.43M Sell
37,600
-2,000
-5% -$155K 4.1% 6
2020
Q1 		$2.52M Sell
39,600
-12,376
-24% -$910K 3.64% 7
2019
Q4 		$3.82M Sell
51,976
-4,916
-9% -$316K 4.24% 3
2019
Q3 		$3.19M Sell
56,892
-5,296
-9% -$277K 3.77% 4
2019
Q2 		$3.08M Sell
62,188
-54,984
-47% -$2.68M 3.7% 4
2019
Q1 		$5.56M Sell
117,172
-236,612
-67% -$10M 4.71% 2
2018
Q4 		$13.1M Buy
+353,784
New +$17.2M 2.13% 9

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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

Alterna Wealth Management's AAPL Position: Q2 2026 in Review

Alterna Wealth Management reduced its Apple (AAPL) stake by 7.1% in Q2 2026, selling an estimated $232K and leaving 10,528 shares worth $3.05M. The position accounts for 1.75% of the portfolio, ranked #15.

Alterna Wealth Management first reported a position in AAPL in Q4 2018 and has held it in 28 quarters since. The position peaked at $13.1M in Q4 2018. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Alterna Wealth Management held 10,528 shares of Apple worth $3.05M as of Q2 2026.
  • Alterna Wealth Management sold 810 Apple shares in Q2 2026, an estimated $232K.
  • Apple made up 1.75% of Alterna Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Alterna Wealth Management first reported a position in Apple in Q4 2018 and has held it in 28 quarters since.
  • Alterna Wealth Management's Apple position peaked at $13.1M in Q4 2018.
  • 2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Alterna Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.