Avestar Capital’s Apple AAPL Stock Holding History

Avestar Capital’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 Q3	–	Sell	-3,500	Closed	-$718K	–	482
2025 Q2	$718K	Sell	3,500 -22,700	-87%	-$4.58M	0.05%	268
2025 Q1	$5.82M	Buy	26,200 +24,200	+1,210%	+$5.61M	0.51%	42
2024 Q4	$501K	Hold	2,000	–	–	0.04%	293
2024 Q3	$466K	Hold	2,000	–	–	0.05%	266
2024 Q2	$421K	Buy	+2,000	New	+$373K	0.04%	273
2024 Q1	–	Sell	-7,700	Closed	-$1.48M	–	463
2023 Q4	$1.48M	Sell	7,700 -4,500	-37%	-$831K	0.17%	81
2023 Q3	$2.09M	Buy	12,200 +5,400	+79%	+$990K	0.3%	62
2023 Q2	$1.32M	Buy	6,800 +5,800	+580%	+$1.01M	0.21%	58
2023 Q1	$165K	Hold	1,000	–	–	0.03%	300
2022 Q4	$130K	Sell	1,000 -100	-9%	-$14.3K	0.02%	282
2022 Q3	$152K	Sell	1,100 -5,200	-83%	-$816K	0.04%	256
2022 Q2	$861K	Buy	+6,300	New	+$954K	0.21%	74
2021 Q4	–	Sell	-2,000	Closed	-$283K	–	423
2021 Q3	$283K	Buy	+2,000	New	+$294K	0.04%	362

Other funds holding AAPL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Avestar Capital's AAPL Position: Q2 2026 in Review

Avestar Capital increased its Apple (AAPL) stake by 0.71% in Q2 2026, buying an estimated $640K and bringing the position to 318,945 shares worth $92.3M. The position accounts for 5.15% of the portfolio, ranked #3.

Avestar Capital first reported a position in AAPL in Q4 2017 and has held it in 35 quarters since. 2,797 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Avestar Capital held 318,945 shares of Apple worth $92.3M as of Q2 2026.
Avestar Capital bought 2,238 Apple shares in Q2 2026, an estimated $640K.
Apple made up 5.15% of Avestar Capital's portfolio in Q2 2026, its #3 holding.
Avestar Capital first reported a position in Apple in Q4 2017 and has held it in 35 quarters since.
2,797 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.