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
2026 Q2	$4.05M	Sell	14,000 -200	-1%	-$57.2K	0.23%	77
2026 Q1	$3.6M	Buy	14,200 +2,600	+22%	+$677K	0.23%	78
2025 Q4	$3.15M	Sell	11,600 -1,100	-9%	-$295K	0.2%	83
2025 Q3	$3.23M	Buy	12,700 +9,200	+263%	+$2.08M	0.21%	87
2025 Q2	$718K	Sell	3,500 -4,300	-55%	-$868K	0.05%	269
2025 Q1	$1.73M	Buy	+7,800	New	+$1.81M	0.15%	117
2024 Q2	–	Sell	-10,000	Closed	-$1.71M	–	454
2024 Q1	$1.71M	Buy	+10,000	New	+$1.82M	0.18%	112
2022 Q2	–	Sell	-2,000	Closed	-$349K	–	290
2022 Q1	$349K	Sell	2,000 -25,000	-93%	-$4.2M	0.06%	280
2021 Q4	$4.79M	Buy	27,000 +6,000	+29%	+$948K	0.59%	37
2021 Q3	$2.97M	Sell	21,000 -500	-2%	-$73.6K	0.38%	58
2021 Q2	$2.94M	Buy	+21,500	New	+$2.79M	0.39%	66

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

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. 2,778 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.
2,778 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.