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Avantax Planning Partners’s Apple AAPL Stock Holding History

Avantax Planning Partners’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 		$42.5M Sell
146,753
-922
-0.6% -$264K 1.06% 19
2026
Q1 		$37.5M Buy
147,675
+615
+0.4% +$160K 1.03% 22
2025
Q4 		$40M Sell
147,060
-1,089
-0.7% -$292K 1.12% 18
2025
Q3 		$37.7M Buy
148,149
+10,325
+7% +$2.33M 1.08% 18
2025
Q2 		$28.3M Buy
137,824
+2,336
+2% +$472K 0.9% 22
2025
Q1 		$30.1M Sell
135,488
-23,144
-15% -$5.36M 1.07% 17
2024
Q4 		$39.7M Sell
158,632
-14,608
-8% -$3.44M 1.43% 10
2024
Q3 		$40.4M Sell
173,240
-15,597
-8% -$3.48M 1.45% 10
2024
Q2 		$39.8M Sell
188,837
-8,634
-4% -$1.61M 1.28% 11
2024
Q1 		$33.9M Buy
197,471
+26,437
+15% +$4.81M 1.1% 13
2023
Q4 		$32.9M Sell
171,034
-5,536
-3% -$1.02M 1.25% 12
2023
Q3 		$30.2M Buy
176,570
+1,034
+0.6% +$190K 1.26% 12
2023
Q2 		$34M Buy
175,536
+18,845
+12% +$3.28M 1.35% 12
2023
Q1 		$25.8M Sell
156,691
-1,320
-0.8% -$195K 1.05% 18
2022
Q4 		$20.5M Buy
158,011
+5,407
+4% +$773K 0.81% 21
2022
Q3 		$21.1M Sell
152,604
-459
-0.3% -$72K 0.95% 20
2022
Q2 		$20.9M Buy
153,063
+2,643
+2% +$400K 0.89% 18
2022
Q1 		$26.3M Buy
150,420
+97
+0.1% +$16.3K 1.04% 13
2021
Q4 		$26.7M Sell
150,323
-222
-0.1% -$35.1K 1.1% 9
2021
Q3 		$21.3M Buy
150,545
+4,817
+3% +$709K 0.98% 10
2021
Q2 		$20M Sell
145,728
-9,419
-6% -$1.22M 0.94% 10
2021
Q1 		$19M Sell
155,147
-5,396
-3% -$693K 0.98% 9
2020
Q4 		$21.3M Sell
160,543
-73
-0% -$8.78K 1.1% 8
2020
Q3 		$18.6M Sell
160,616
-8,308
-5% -$907K 0.98% 9
2020
Q2 		$15.4M Sell
168,924
-4,104
-2% -$318K 0.87% 10
2020
Q1 		$11M Buy
173,028
+3,000
+2% +$221K 0.77% 8
2019
Q4 		$12.5M Buy
170,028
+3,876
+2% +$249K 0.73% 8
2019
Q3 		$9.3M Buy
166,152
+1,400
+0.8% +$73.2K 0.57% 11
2019
Q2 		$8.24M Sell
164,752
-5,012
-3% -$244K 0.53% 13
2019
Q1 		$8.06M Buy
169,764
+13,200
+8% +$560K 0.56% 14
2018
Q4 		$6.17M Buy
156,564
+5,752
+4% +$279K 0.47% 20
2018
Q3 		$8.51M Buy
150,812
+5,192
+4% +$270K 0.68% 10
2018
Q2 		$6.74M Sell
145,620
-39,304
-21% -$1.78M 0.6% 13
2018
Q1 		$7.75M Buy
184,924
+5,944
+3% +$256K 0.67% 11
2017
Q4 		$7.57M Sell
178,980
-87,496
-33% -$3.66M 0.69% 11
2017
Q3 		$10.3M Buy
266,476
+11,664
+5% +$452K 0.81% 12
2017
Q2 		$9.18M Buy
254,812
+19,108
+8% +$706K 0.77% 12
2017
Q1 		$8.46M Buy
235,704
+29,652
+14% +$976K 0.76% 12
2016
Q4 		$5.97M Buy
+206,052
New +$5.84M 0.64% 11

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Avantax Planning Partners's AAPL Position: Q2 2026 in Review

Avantax Planning Partners reduced its Apple (AAPL) stake by 0.62% in Q2 2026, selling an estimated $264K and leaving 146,753 shares worth $42.5M. The position accounts for 1.06% of the portfolio, ranked #19.

Avantax Planning Partners first reported a position in AAPL in Q4 2016 and has held it in 39 quarters since. 2,936 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Avantax Planning Partners held 146,753 shares of Apple worth $42.5M as of Q2 2026.
  • Avantax Planning Partners sold 922 Apple shares in Q2 2026, an estimated $264K.
  • Apple made up 1.06% of Avantax Planning Partners's portfolio in Q2 2026, its #19 holding.
  • Avantax Planning Partners first reported a position in Apple in Q4 2016 and has held it in 39 quarters since.
  • 2,936 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.