Astoria Strategic Wealth’s Apple AAPL Stock Holding History

Astoria Strategic Wealth’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	$235K	Sell	813 -7	-0.9%	-$2K	0.05%	34
2026 Q1	$208K	Hold	820	–	–	0.05%	34
2025 Q4	$223K	Sell	820 -66	-7%	-$17.7K	0.06%	34
2025 Q3	$226K	Buy	+886	New	+$200K	0.06%	34
2024 Q1	–	Sell	-1,741	Closed	-$335K	–	33
2023 Q4	$335K	Sell	1,741 -68	-4%	-$12.6K	0.11%	27
2023 Q3	$310K	Hold	1,809	–	–	0.12%	27
2023 Q2	$351K	Hold	1,809	–	–	0.13%	26
2023 Q1	$298K	Hold	1,809	–	–	0.12%	27
2022 Q4	$235K	Buy	+1,809	New	+$259K	0.1%	30
2022 Q1	–	Sell	-2,171	Closed	-$386K	–	37
2021 Q4	$386K	Buy	2,171 +175	+9%	+$27.7K	0.15%	33
2021 Q3	$282K	Hold	1,996	–	–	0.13%	28
2021 Q2	$296K	Hold	1,996	–	–	0.14%	28
2021 Q1	$244K	Buy	+1,996	New	+$256K	0.12%	28

Other funds holding AAPL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Astoria Strategic Wealth's AAPL Position: Q2 2026 in Review

Astoria Strategic Wealth reduced its Apple (AAPL) stake by 0.85% in Q2 2026, selling an estimated $2K and leaving 813 shares worth $235K. The position accounts for 0.05% of the portfolio, ranked #34.

Astoria Strategic Wealth first reported a position in AAPL in Q1 2021 and has held it in 13 quarters since. The position peaked at $386K in Q4 2021. 1,719 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Astoria Strategic Wealth held 813 shares of Apple worth $235K as of Q2 2026.
Astoria Strategic Wealth sold 7 Apple shares in Q2 2026, an estimated $2K.
Apple made up 0.05% of Astoria Strategic Wealth's portfolio in Q2 2026, its #34 holding.
Astoria Strategic Wealth first reported a position in Apple in Q1 2021 and has held it in 13 quarters since.
Astoria Strategic Wealth's Apple position peaked at $386K in Q4 2021.
1,719 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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