Atria Investments’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $120M | Sell |
413,130
-10,466
| -2% | -$2.99M | 1.2% | 6 |
|
|
2026
Q1 | $108M | Buy |
423,596
+21,185
| +5% | +$5.51M | 1.2% | 7 |
|
|
2025
Q4 | $109M | Sell |
402,411
-9,604
| -2% | -$2.58M | 1.24% | 6 |
|
|
2025
Q3 | $105M | Buy |
412,015
+10,843
| +3% | +$2.45M | 1.2% | 5 |
|
|
2025
Q2 | $82.3M | Sell |
401,172
-35,732
| -8% | -$7.22M | 0.97% | 8 |
|
|
2025
Q1 | $97M | Sell |
436,904
-35,484
| -8% | -$8.22M | 1.24% | 5 |
|
|
2024
Q4 | $118M | Buy |
472,388
+11,151
| +2% | +$2.63M | 1.47% | 6 |
|
|
2024
Q3 | $107M | Buy |
461,237
+13,889
| +3% | +$3.1M | 1.33% | 6 |
|
|
2024
Q2 | $94.2M | Sell |
447,348
-45,429
| -9% | -$8.47M | 1.22% | 6 |
|
|
2024
Q1 | $84.5M | Buy |
492,777
+14,004
| +3% | +$2.55M | 1.16% | 8 |
|
|
2023
Q4 | $92.2M | Buy |
478,773
+7,450
| +2% | +$1.38M | 1.43% | 4 |
|
|
2023
Q3 | $80.7M | Sell |
471,323
-20,560
| -4% | -$3.77M | 1.44% | 4 |
|
|
2023
Q2 | $95.4M | Buy |
491,883
+26,899
| +6% | +$4.69M | 1.72% | 6 |
|
|
2023
Q1 | $76.7M | Buy |
464,984
+51,665
| +13% | +$7.62M | 1.45% | 6 |
|
|
2022
Q4 | $53.7M | Sell |
413,319
-26,132
| -6% | -$3.73M | 1.1% | 6 |
|
|
2022
Q3 | $60.7M | Buy |
439,451
+11,452
| +3% | +$1.8M | 1.34% | 6 |
|
|
2022
Q2 | $58.5M | Sell |
427,999
-18,885
| -4% | -$2.86M | 1.23% | 7 |
|
|
2022
Q1 | $78M | Sell |
446,884
-7,438
| -2% | -$1.25M | 1.37% | 5 |
|
|
2021
Q4 | $80.7M | Sell |
454,322
-25,986
| -5% | -$4.11M | 1.44% | 3 |
|
|
2021
Q3 | $68M | Buy |
480,308
+39,135
| +9% | +$5.76M | 1.23% | 8 |
|
|
2021
Q2 | $60.4M | Buy |
441,173
+2,808
| +0.6% | +$364K | 1.17% | 10 |
|
|
2021
Q1 | $53.5M | Sell |
438,365
-18,791
| -4% | -$2.41M | 1.19% | 10 |
|
|
2020
Q4 | $60.7M | Buy |
457,156
+25,642
| +6% | +$3.08M | 1.46% | 9 |
|
|
2020
Q3 | $50M | Sell |
431,514
-37,058
| -8% | -$4.04M | 1.52% | 10 |
|
|
2020
Q2 | $42.7M | Buy |
468,572
+62,088
| +15% | +$4.81M | 1.46% | 9 |
|
|
2020
Q1 | $25.8M | Sell |
406,484
-91,580
| -18% | -$6.73M | 1.98% | 4 |
|
|
2019
Q4 | $36.6M | Buy |
498,064
+20,056
| +4% | +$1.29M | 0.99% | 18 |
|
|
2019
Q3 | $26.8M | Buy |
478,008
+24,176
| +5% | +$1.26M | 0.95% | 19 |
|
|
2019
Q2 | $23.3M | Buy |
+453,832
| New | +$22.1M | 0.87% | 19 |
|
|
2019
Q1 | – | Sell |
-425,384
| Closed | -$16.8M | – | 919 |
|
|
2018
Q4 | $16.8M | Sell |
425,384
-16,960
| -4% | -$822K | 0.74% | 23 |
|
|
2018
Q3 | $25M | Buy |
442,344
+14,076
| +3% | +$733K | 0.99% | 14 |
|
|
2018
Q2 | $19.8M | Sell |
428,268
-640
| -0.1% | -$29K | 0.87% | 16 |
|
|
2018
Q1 | $18M | Sell |
428,908
-296
| -0.1% | -$12.7K | 0.87% | 19 |
|
|
2017
Q4 | $18.2M | Buy |
429,204
+17,708
| +4% | +$740K | 0.9% | 17 |
|
|
2017
Q3 | $15.9M | Sell |
411,496
-9,180
| -2% | -$356K | 0.86% | 17 |
|
|
2017
Q2 | $15.1M | Sell |
420,676
-14,484
| -3% | -$535K | 0.93% | 17 |
|
|
2017
Q1 | $15.6M | Buy |
435,160
+39,884
| +10% | +$1.31M | 1.02% | 15 |
|
|
2016
Q4 | $11.4M | Buy |
395,276
+55,132
| +16% | +$1.56M | 0.87% | 19 |
|
|
2016
Q3 | $9.61M | Buy |
340,144
+50,412
| +17% | +$1.33M | 0.88% | 22 |
|
|
2016
Q2 | $7.01M | Buy |
289,732
+9,160
| +3% | +$228K | 0.75% | 22 |
|
|
2016
Q1 | $7.64M | Buy |
280,572
+33,692
| +14% | +$839K | 0.87% | 20 |
|
|
2015
Q4 | $5.98M | Buy |
246,880
+74,280
| +43% | +$2.12M | 0.66% | 26 |
|
|
2015
Q3 | $4.76M | Buy |
172,600
+4,020
| +2% | +$118K | 0.66% | 24 |
|
|
2015
Q2 | $5.29M | Sell |
168,580
-7,368
| -4% | -$236K | 0.62% | 28 |
|
|
2015
Q1 | $5.47M | Sell |
175,948
-2,356
| -1% | -$71.1K | 0.62% | 25 |
|
|
2014
Q4 | $4.92M | Sell |
178,304
-8,536
| -5% | -$232K | 0.52% | 30 |
|
|
2014
Q3 | $4.71M | Sell |
186,840
-21,672
| -10% | -$532K | 0.48% | 35 |
|
|
2014
Q2 | $4.84M | Sell |
208,512
-40,716
| -16% | -$866K | 0.48% | 37 |
|
|
2014
Q1 | $4.78M | Buy |
249,228
+3,332
| +1% | +$63.4K | 0.49% | 36 |
|
|
2013
Q4 | $4.93M | Buy |
245,896
+3,500
| +1% | +$66.1K | 0.49% | 40 |
|
|
2013
Q3 | $4.13M | Sell |
242,396
-112
| -0% | -$1.86K | 0.43% | 41 |
|
|
2013
Q2 | $3.43M | Buy |
+242,508
| New | +$3.73M | 0.42% | 45 |
|
Other funds holding AAPL
Atria Investments's AAPL Position: Q2 2026 in Review
Atria Investments reduced its Apple (AAPL) stake by 2.5% in Q2 2026, selling an estimated $2.99M and leaving 413,130 shares worth $120M. The position accounts for 1.2% of the portfolio, ranked #6.
Atria Investments first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Atria Investments held 413,130 shares of Apple worth $120M as of Q2 2026.
- Atria Investments sold 10,466 Apple shares in Q2 2026, an estimated $2.99M.
- Apple made up 1.2% of Atria Investments's portfolio in Q2 2026, its #6 holding.
- Atria Investments first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.