AF
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Aviso Financial’s Apple AAPL Stock Holding History

Aviso Financial’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 		$20.7M Buy
71,450
+3,040
+4% +$870K 0.72% 32
2026
Q1 		$17.4M Buy
68,410
+995
+1% +$259K 0.62% 35
2025
Q4 		$18.3M Buy
67,415
+4,290
+7% +$1.15M 0.7% 30
2025
Q3 		$16.1M Buy
63,125
+9,170
+17% +$2.07M 0.65% 31
2025
Q2 		$11.1M Sell
53,955
-4,555
-8% -$920K 0.5% 36
2025
Q1 		$13M Sell
58,510
-4,018
-6% -$931K 0.64% 31
2024
Q4 		$15.7M Sell
62,528
-134
-0.2% -$31.6K 0.79% 30
2024
Q3 		$14.6M Buy
62,662
+4,601
+8% +$1.03M 0.72% 30
2024
Q2 		$12.2M Buy
+58,061
New +$10.8M 0.68% 31

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Aviso Financial's AAPL Position: Q2 2026 in Review

Aviso Financial increased its Apple (AAPL) stake by 4.4% in Q2 2026, buying an estimated $870K and bringing the position to 71,450 shares worth $20.7M. The position accounts for 0.72% of the portfolio, ranked #32.

Aviso Financial first reported a position in AAPL in Q2 2024 and has held it in 9 quarters since. 6,137 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Aviso Financial held 71,450 shares of Apple worth $20.7M as of Q2 2026.
  • Aviso Financial bought 3,040 Apple shares in Q2 2026, an estimated $870K.
  • Apple made up 0.72% of Aviso Financial's portfolio in Q2 2026, its #32 holding.
  • Aviso Financial first reported a position in Apple in Q2 2024 and has held it in 9 quarters since.
  • 6,137 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.