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Avidian Wealth Enterprises’s Apple AAPL Stock Holding History

Avidian Wealth Enterprises’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 		$61M Buy
210,920
+6,016
+3% +$1.72M 1.69% 11
2026
Q1 		$52M Buy
204,904
+34,517
+20% +$8.98M 1.65% 14
2025
Q4 		$46.3M Buy
170,387
+3,971
+2% +$1.07M 1.69% 14
2025
Q3 		$42.4M Buy
166,416
+9,536
+6% +$2.15M 1.6% 15
2025
Q2 		$32.2M Sell
156,880
-18,907
-11% -$3.82M 1.31% 16
2025
Q1 		$39M Sell
175,787
-3,785
-2% -$877K 1.74% 13
2024
Q4 		$45M Buy
179,572
+642
+0.4% +$151K 2.02% 12
2024
Q3 		$41.7M Sell
178,930
-2,823
-2% -$630K 1.89% 13
2024
Q2 		$38.3M Sell
181,753
-6,504
-3% -$1.21M 1.59% 14
2024
Q1 		$32.3M Buy
188,257
+4,904
+3% +$892K 1.57% 15
2023
Q4 		$35.3M Sell
183,353
-7,379
-4% -$1.36M 2.17% 9
2023
Q3 		$32.7M Sell
190,732
-13,775
-7% -$2.53M 2.3% 7
2023
Q2 		$39.7M Sell
204,507
-77,636
-28% -$13.5M 2.6% 6
2023
Q1 		$46.5M Sell
282,143
-40,213
-12% -$5.93M 2.55% 5
2022
Q4 		$41.9M Buy
322,356
+34,068
+12% +$4.87M 2.73% 5
2022
Q3 		$39.8M Buy
288,288
+5,162
+2% +$810K 2.88% 5
2022
Q2 		$38.7M Buy
283,126
+71,535
+34% +$10.8M 2.74% 5
2022
Q1 		$36.9M Buy
211,591
+17,805
+9% +$2.99M 2.26% 6
2021
Q4 		$34.4M Sell
193,786
-159,164
-45% -$25.2M 2.14% 7
2021
Q3 		$49.9M Buy
352,950
+11,201
+3% +$1.65M 3.8% 5
2021
Q2 		$46.8M Buy
341,749
+236
+0.1% +$30.6K 3.59% 5
2021
Q1 		$41.7M Buy
341,513
+28,748
+9% +$3.69M 3.55% 5
2020
Q4 		$41.5M Buy
312,765
+2,805
+0.9% +$337K 3.93% 3
2020
Q3 		$35.9M Buy
309,960
+8,692
+3% +$948K 4.07% 4
2020
Q2 		$27.5M Sell
301,268
-244
-0.1% -$18.9K 3.71% 6
2020
Q1 		$19.2M Buy
301,512
+244,344
+427% +$18M 3.08% 8
2019
Q4 		$4.2M Buy
57,168
+6,384
+13% +$411K 0.6% 31
2019
Q3 		$2.84M Buy
50,784
+1,268
+3% +$66.3K 0.47% 29
2019
Q2 		$2.45M Buy
49,516
+1,048
+2% +$51.1K 0.58% 22
2019
Q1 		$2.3M Buy
48,468
+5,256
+12% +$223K 0.51% 26
2018
Q4 		$1.7M Buy
43,212
+11,396
+36% +$552K 0.59% 23
2018
Q3 		$1.8M Sell
31,816
-1,192
-4% -$62.1K 0.56% 23
2018
Q2 		$1.53M Buy
33,008
+552
+2% +$25K 0.48% 25
2018
Q1 		$1.36M Buy
32,456
+7,588
+31% +$327K 0.46% 20
2017
Q4 		$1.05K Buy
24,868
+368
+2% +$15.4K 0.28% 27
2017
Q3 		$944K Buy
24,500
+204
+0.8% +$7.91K 0.36% 27
2017
Q2 		$875K Sell
24,296
-444
-2% -$16.4K 0.36% 22
2017
Q1 		$888K Sell
24,740
-3,020
-11% -$99.4K 0.34% 23
2016
Q4 		$804K Buy
27,760
+892
+3% +$25.3K 0.35% 25
2016
Q3 		$759K Buy
26,868
+5,476
+26% +$145K 0.31% 27
2016
Q2 		$512 Buy
21,392
+288
+1% +$7.16K 0.19% 31
2016
Q1 		$576K Buy
21,104
+1,888
+10% +$47K 0.31% 22
2015
Q4 		$505K Buy
19,216
+5,072
+36% +$145K 0.25% 19
2015
Q3 		$390K Sell
14,144
-2,904
-17% -$85.2K 0.24% 19
2015
Q2 		$535K Buy
17,048
+3,680
+28% +$118K 0.22% 22
2015
Q1 		$416K Buy
+13,368
New +$404K 0.18% 27
2014
Q4 		– Sell
-11,192
Closed -$282K – 37
2014
Q3 		$282K Buy
11,192
+20
+0.2% +$491 0.11% 36
2014
Q2 		$260K Buy
+11,172
New +$238K 0.1% 40

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Avidian Wealth Enterprises's AAPL Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Apple (AAPL) stake by 2.9% in Q2 2026, buying an estimated $1.72M and bringing the position to 210,920 shares worth $61M. The position accounts for 1.69% of the portfolio, ranked #11.

Avidian Wealth Enterprises first reported a position in AAPL in Q2 2014 and has held it in 48 quarters since. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Avidian Wealth Enterprises held 210,920 shares of Apple worth $61M as of Q2 2026.
  • Avidian Wealth Enterprises bought 6,016 Apple shares in Q2 2026, an estimated $1.72M.
  • Apple made up 1.69% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #11 holding.
  • Avidian Wealth Enterprises first reported a position in Apple in Q2 2014 and has held it in 48 quarters since.
  • 2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.