Avantax Advisory Services’s Apple AAPL Stock Holding History

Avantax Advisory Services’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
2025 Q2	$254M	Sell	1,239,536 -12,530	-1%	-$2.53M	1.4%	12
2025 Q1	$278M	Buy	1,252,066 +51,111	+4%	+$11.8M	1.69%	7
2024 Q4	$301M	Buy	1,200,955 +87,314	+8%	+$20.6M	1.89%	7
2024 Q3	$259M	Buy	1,113,641 +8,646	+0.8%	+$1.93M	1.7%	7
2024 Q2	$233M	Buy	1,104,995 +254,860	+30%	+$47.5M	1.66%	8
2024 Q1	$146M	Buy	850,135 +16,495	+2%	+$3M	1.29%	11
2023 Q4	$161M	Sell	833,640 -40,880	-5%	-$7.55M	1.59%	9
2023 Q3	$150M	Sell	874,520 -18,849	-2%	-$3.46M	1.68%	10
2023 Q2	$173M	Sell	893,369 -11,736	-1%	-$2.05M	1.98%	9
2023 Q1	$149M	Buy	905,105 +26,531	+3%	+$3.91M	1.83%	10
2022 Q4	$114M	Buy	878,574 +15,195	+2%	+$2.17M	1.52%	10
2022 Q3	$119M	Sell	863,379 -17,884	-2%	-$2.81M	1.83%	8
2022 Q2	$120M	Buy	881,263 +36,216	+4%	+$5.48M	1.82%	8
2022 Q1	$148M	Buy	845,047 +22,730	+3%	+$3.82M	2.03%	9
2021 Q4	$146M	Buy	822,317 +18,256	+2%	+$2.89M	2.2%	7
2021 Q3	$114M	Buy	804,061 +72,561	+10%	+$10.7M	1.9%	8
2021 Q2	$100M	Buy	731,500 +19,813	+3%	+$2.57M	1.82%	8
2021 Q1	$86.9M	Sell	711,687 -6,159	-0.9%	-$791K	1.87%	9
2020 Q4	$95.3M	Sell	717,846 -882,172	-55%	-$106M	2.27%	8
2020 Q3	$185M	Buy	1,600,018 +974,782	+156%	+$106M	2.97%	5
2020 Q2	$57M	Buy	625,236 +22,440	+4%	+$1.74M	1.64%	11
2020 Q1	$38.3M	Buy	602,796 +32,904	+6%	+$2.42M	1.14%	16
2019 Q4	$41.8M	Sell	569,892 -25,036	-4%	-$1.61M	0.97%	17
2019 Q3	$33.3M	Buy	594,928 +28,368	+5%	+$1.48M	1.35%	12
2019 Q2	$28M	Buy	566,560 +7,468	+1%	+$364K	1.24%	13
2019 Q1	$26.6M	Buy	559,092 +35,168	+7%	+$1.49M	1.41%	12
2018 Q4	$20.7M	Buy	+523,924	New	+$25.4M	3.47%	1

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Avantax Advisory Services's AAPL Position: Q2 2025 in Review

Avantax Advisory Services reduced its Apple (AAPL) stake by 1% in Q2 2025, selling an estimated $2.53M and leaving 1,239,536 shares worth $254M. The position accounts for 1.4% of the portfolio, ranked #12.

Avantax Advisory Services first reported a position in AAPL in Q4 2018 and has held it in 27 quarters since. The position peaked at $301M in Q4 2024. 5,582 funds tracked by Wall St. Rank hold AAPL as of Q2 2025.

Avantax Advisory Services held 1,239,536 shares of Apple worth $254M as of Q2 2025.
Avantax Advisory Services sold 12,530 Apple shares in Q2 2025, an estimated $2.53M.
Apple made up 1.4% of Avantax Advisory Services's portfolio in Q2 2025, its #12 holding.
Avantax Advisory Services first reported a position in Apple in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's Apple position peaked at $301M in Q4 2024.
5,582 funds tracked by Wall St. Rank held Apple as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.