Aventura Private Wealth’s Apple AAPL Stock Holding History

Aventura Private 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	$34M	Buy	117,478 +418	+0.4%	+$120K	10.43%	1
2026 Q1	$29.7M	Sell	117,060 -2,039	-2%	-$531K	10.86%	1
2025 Q4	$32.4M	Buy	119,099 +2,084	+2%	+$559K	11.63%	1
2025 Q3	$29.8M	Buy	117,015 +2,301	+2%	+$520K	10.99%	1
2025 Q2	$23.5M	Buy	114,714 +54,636	+91%	+$11M	10.19%	1
2025 Q1	$13.3M	Buy	60,078 +4,937	+9%	+$1.14M	6.99%	1
2024 Q4	$13.8M	Buy	+55,141	New	+$13M	7.43%	1

Other funds holding AAPL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Aventura Private Wealth's AAPL Position: Q2 2026 in Review

Aventura Private Wealth increased its Apple (AAPL) stake by 0.36% in Q2 2026, buying an estimated $120K and bringing the position to 117,478 shares worth $34M. The position accounts for 10.43% of the portfolio, ranked #1.

Aventura Private Wealth first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 2,778 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Aventura Private Wealth held 117,478 shares of Apple worth $34M as of Q2 2026.
Aventura Private Wealth bought 418 Apple shares in Q2 2026, an estimated $120K.
Apple made up 10.43% of Aventura Private Wealth's portfolio in Q2 2026, its #1 holding.
Aventura Private Wealth first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
2,778 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.