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Avid Wealth Partners’s Apple AAPL Stock Holding History

Avid Wealth 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
2026
Q2 		$1.98M Sell
6,833
-382
-5% -$109K 0.96% 21
2026
Q1 		$1.83M Buy
7,215
+992
+16% +$258K 0.87% 21
2025
Q4 		$1.69M Buy
6,223
+187
+3% +$50.2K 0.83% 25
2025
Q3 		$1.54M Buy
6,036
+557
+10% +$126K 0.76% 24
2025
Q2 		$1.12M Buy
5,479
+1,268
+30% +$256K 0.64% 25
2025
Q1 		$935K Buy
4,211
+930
+28% +$215K 0.63% 27
2024
Q4 		$822K Sell
3,281
-371
-10% -$87.4K 0.58% 22
2024
Q3 		$851K Buy
3,652
+365
+11% +$81.5K 0.6% 22
2024
Q2 		$692K Sell
3,287
-343
-9% -$64K 0.54% 25
2024
Q1 		$622K Sell
3,630
-261
-7% -$47.5K 0.5% 24
2023
Q4 		$749K Buy
+3,891
New +$718K 0.74% 17

Other funds holding AAPL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Avid Wealth Partners's AAPL Position: Q2 2026 in Review

Avid Wealth Partners reduced its Apple (AAPL) stake by 5.3% in Q2 2026, selling an estimated $109K and leaving 6,833 shares worth $1.98M. The position accounts for 0.96% of the portfolio, ranked #21.

Avid Wealth Partners first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 3,507 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Avid Wealth Partners held 6,833 shares of Apple worth $1.98M as of Q2 2026.
  • Avid Wealth Partners sold 382 Apple shares in Q2 2026, an estimated $109K.
  • Apple made up 0.96% of Avid Wealth Partners's portfolio in Q2 2026, its #21 holding.
  • Avid Wealth Partners first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 3,507 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Avid Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.