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Atala Financial’s Apple AAPL Stock Holding History

Atala Financial’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 		$3.26M Buy
11,272
+150
+1% +$42.9K 1.98% 12
2026
Q1 		$2.83M Buy
11,122
+126
+1% +$32.8K 1.9% 16
2025
Q4 		$2.99M Sell
10,996
-2,031
-16% -$545K 1.91% 12
2025
Q3 		$3.32M Sell
13,027
-43
-0.3% -$9.71K 2.08% 11
2025
Q2 		$2.68M Buy
13,070
+12,950
+10,792% +$2.62M 1.85% 12
2025
Q1 		$1.24K Sell
120
-17,383
-99% -$4.03M ﹤0.01% 452
2024
Q4 		$4.38M Buy
+17,503
New +$4.13M 3.08% 5

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

Atala Financial's AAPL Position: Q2 2026 in Review

Atala Financial increased its Apple (AAPL) stake by 1.3% in Q2 2026, buying an estimated $42.9K and bringing the position to 11,272 shares worth $3.26M. The position accounts for 1.98% of the portfolio, ranked #12.

Atala Financial first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.38M in Q4 2024. 2,203 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Atala Financial held 11,272 shares of Apple worth $3.26M as of Q2 2026.
  • Atala Financial bought 150 Apple shares in Q2 2026, an estimated $42.9K.
  • Apple made up 1.98% of Atala Financial's portfolio in Q2 2026, its #12 holding.
  • Atala Financial first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • Atala Financial's Apple position peaked at $4.38M in Q4 2024.
  • 2,203 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Atala Financial's 13F filing for Q2 2026, filed 23 Jul 2026.