Avant Financial Advisors’s Apple AAPL Stock Holding History

Avant Financial 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	$3.05M	Sell	10,538 -1,025	-9%	-$293K	1.9%	18
2026 Q1	$2.93M	Hold	11,563	–	–	2.06%	18
2025 Q4	$3.14M	Sell	11,563 -1,105	-9%	-$297K	2.26%	15
2025 Q3	$3.23M	Sell	12,668 -2,490	-16%	-$563K	2.43%	15
2025 Q2	$3.11M	Sell	15,158 -2,069	-12%	-$418K	2.56%	13
2025 Q1	$3.83M	Sell	17,227 -740	-4%	-$171K	3.47%	9
2024 Q4	$4.5M	Buy	+17,967	New	+$4.23M	4.13%	4

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Avant Financial Advisors's AAPL Position: Q2 2026 in Review

Avant Financial Advisors reduced its Apple (AAPL) stake by 8.9% in Q2 2026, selling an estimated $293K and leaving 10,538 shares worth $3.05M. The position accounts for 1.9% of the portfolio, ranked #18.

Avant Financial Advisors first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.5M in Q4 2024. 2,046 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Avant Financial Advisors held 10,538 shares of Apple worth $3.05M as of Q2 2026.
Avant Financial Advisors sold 1,025 Apple shares in Q2 2026, an estimated $293K.
Apple made up 1.9% of Avant Financial Advisors's portfolio in Q2 2026, its #18 holding.
Avant Financial Advisors first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
Avant Financial Advisors's Apple position peaked at $4.5M in Q4 2024.
2,046 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Avant Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.