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ARQ Wealth Advisors’s Apple AAPL Stock Holding History

ARQ 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 		$9.55M Buy
29,309
+135
+0.5% +$38.6K 1.18% 26
2026
Q1 		$7.4M Buy
29,174
+14,521
+99% +$3.78M 1.33% 24
2025
Q4 		$3.98M Sell
14,653
-791
-5% -$212K 1.08% 33
2025
Q3 		$3.93M Sell
15,444
-848
-5% -$192K 1.16% 33
2025
Q2 		$3.62M Hold
16,292
– – 1.24% 27
2025
Q1 		$3.62M Sell
16,292
-6,394
-28% -$1.48M 1.34% 26
2024
Q4 		$5.68M Buy
22,686
+2,158
+11% +$509K 2.16% 19
2024
Q3 		$4.7M Buy
20,528
+112
+0.5% +$25K 1.78% 20
2024
Q2 		$4.3M Sell
20,416
-3,812
-16% -$711K 1.86% 20
2024
Q1 		$4.15M Buy
24,228
+15,108
+166% +$2.75M 1.8% 22
2023
Q4 		$1.76M Buy
9,120
+456
+5% +$84.2K 1.04% 25
2023
Q3 		$1.48M Sell
8,664
-541
-6% -$99.2K 1.11% 24
2023
Q2 		$1.79M Buy
9,205
+1,709
+23% +$298K 1.16% 24
2023
Q1 		$1.24M Sell
7,496
-1,030
-12% -$152K 0.91% 27
2022
Q4 		$1.11M Buy
8,526
+115
+1% +$16.4K 0.72% 29
2022
Q3 		$1.16M Buy
8,411
+398
+5% +$62.5K 0.9% 27
2022
Q2 		$1.1M Buy
8,013
+2,818
+54% +$427K 0.78% 28
2022
Q1 		$907K Buy
5,195
+8
+0.2% +$1.34K 0.61% 31
2021
Q4 		$921K Buy
5,187
+40
+0.8% +$6.32K 0.65% 27
2021
Q3 		$728K Sell
5,147
-331
-6% -$48.7K 0.47% 33
2021
Q2 		$750K Buy
5,478
+353
+7% +$45.7K 0.48% 30
2021
Q1 		$626K Sell
5,125
-115
-2% -$14.8K 0.4% 29
2020
Q4 		$695K Buy
5,240
+114
+2% +$13.7K 0.44% 29
2020
Q3 		$594K Sell
5,126
-870
-15% -$94.9K 0.57% 28
2020
Q2 		$547K Sell
5,996
-520
-8% -$40.3K 0.53% 28
2020
Q1 		$414K Buy
+6,516
New +$479K 0.47% 29

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

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

ARQ Wealth Advisors increased its Apple (AAPL) stake by 0.46% in Q2 2026, buying an estimated $38.6K and bringing the position to 29,309 shares worth $9.55M. The position accounts for 1.18% of the portfolio, ranked #26.

ARQ Wealth Advisors first reported a position in AAPL in Q1 2020 and has held it in 26 quarters since. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • ARQ Wealth Advisors held 29,309 shares of Apple worth $9.55M as of Q2 2026.
  • ARQ Wealth Advisors bought 135 Apple shares in Q2 2026, an estimated $38.6K.
  • Apple made up 1.18% of ARQ Wealth Advisors's portfolio in Q2 2026, its #26 holding.
  • ARQ Wealth Advisors first reported a position in Apple in Q1 2020 and has held it in 26 quarters since.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on ARQ Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.