AFW
AAPL icon

Avantra Family Wealth’s Apple AAPL Stock Holding History

Avantra Family Wealth’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 		$9M Buy
31,119
+1,187
+4% +$340K 5.75% 1
2026
Q1 		$7.6M Buy
29,932
+1,129
+4% +$294K 5.65% 1
2025
Q4 		$7.83M Buy
28,803
+405
+1% +$109K 5.68% 1
2025
Q3 		$7.23M Sell
28,398
-155
-0.5% -$35K 5.41% 1
2025
Q2 		$5.86M Buy
28,553
+1,191
+4% +$241K 4.84% 2
2025
Q1 		$6.08M Sell
27,362
-433
-2% -$100K 5.83% 1
2024
Q4 		$6.96M Buy
+27,795
New +$6.55M 6.5% 1

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Avantra Family Wealth's AAPL Position: Q2 2026 in Review

Avantra Family Wealth increased its Apple (AAPL) stake by 4% in Q2 2026, buying an estimated $340K and bringing the position to 31,119 shares worth $9M. The position accounts for 5.75% of the portfolio, ranked #1.

Avantra Family Wealth first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Avantra Family Wealth held 31,119 shares of Apple worth $9M as of Q2 2026.
  • Avantra Family Wealth bought 1,187 Apple shares in Q2 2026, an estimated $340K.
  • Apple made up 5.75% of Avantra Family Wealth's portfolio in Q2 2026, its #1 holding.
  • Avantra Family Wealth first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.