Aveo Capital Partners’s Apple AAPL Stock Holding History

Aveo Capital 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
2020 Q1	–	Sell	-400	Closed	-$1K	–	157
2019 Q4	$1K	Buy	+400	New	+$25.7K	﹤0.01%	187

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

Aveo Capital Partners's AAPL Position: Q2 2025 in Review

Aveo Capital Partners sold out of Apple (AAPL) in Q2 2025, closing a stake of 15,445 shares — an estimated $3.03M sold.

Aveo Capital Partners first reported a position in AAPL in Q4 2016 and held it in 33 quarters. The position peaked at $7.22M in Q4 2024. 5,583 funds tracked by Wall St. Rank hold AAPL as of Q2 2025.

Aveo Capital Partners reported no remaining Apple position as of Q2 2025 after selling out during the quarter.
Aveo Capital Partners sold 15,445 Apple shares in Q2 2025, an estimated $3.03M.
Aveo Capital Partners first reported a position in Apple in Q4 2016 and held it in 33 quarters.
Aveo Capital Partners's Apple position peaked at $7.22M in Q4 2024.
5,583 funds tracked by Wall St. Rank held Apple as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.