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Arista Wealth Management’s Apple AAPL Stock Holding History

Arista 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 		$20.7M Sell
71,540
-1,838
-3% -$526K 2.23% 10
2026
Q1 		$18.6M Sell
73,378
-700
-0.9% -$182K 2.27% 10
2025
Q4 		$20.1M Sell
74,078
-1,423
-2% -$382K 2.48% 10
2025
Q3 		$19.2M Sell
75,501
-1,955
-3% -$442K 2.39% 10
2025
Q2 		$15.9M Buy
77,456
+40,436
+109% +$8.17M 2.2% 11
2025
Q1 		$8.22M Buy
37,020
+269
+0.7% +$62.3K 1.99% 10
2024
Q4 		$9.2M Buy
36,751
+101
+0.3% +$23.8K 2.21% 10
2024
Q3 		$8.54M Buy
36,650
+655
+2% +$146K 2.05% 10
2024
Q2 		$7.58M Buy
35,995
+23,708
+193% +$4.42M 1.99% 11
2024
Q1 		$2.11M Sell
12,287
-15,476
-56% -$2.81M 1.61% 12
2023
Q4 		$5.35M Buy
27,763
+629
+2% +$116K 1.96% 11
2023
Q3 		$4.65M Buy
27,134
+654
+2% +$120K 1.82% 10
2023
Q2 		$5.14M Sell
26,480
-200
-0.7% -$34.9K 2.13% 10
2023
Q1 		$4.4M Buy
26,680
+261
+1% +$38.5K 2.4% 9
2022
Q4 		$3.44M Buy
+26,419
New +$3.78M 2.17% 10

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

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

Arista Wealth Management reduced its Apple (AAPL) stake by 2.5% in Q2 2026, selling an estimated $526K and leaving 71,540 shares worth $20.7M. The position accounts for 2.23% of the portfolio, ranked #10.

Arista Wealth Management first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Arista Wealth Management held 71,540 shares of Apple worth $20.7M as of Q2 2026.
  • Arista Wealth Management sold 1,838 Apple shares in Q2 2026, an estimated $526K.
  • Apple made up 2.23% of Arista Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Arista Wealth Management first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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