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Aviso Wealth Management’s Apple AAPL Stock Holding History

Aviso Wealth Management’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 		$20.9M Sell
72,259
-262
-0.4% -$74.9K 7.12% 2
2026
Q1 		$18.4M Sell
72,521
-5,775
-7% -$1.5M 8.3% 1
2025
Q4 		$21.3M Sell
78,296
-996
-1% -$267K 8.95% 1
2025
Q3 		$20.2M Sell
79,292
-553
-0.7% -$125K 8.8% 1
2025
Q2 		$16.4M Buy
79,845
+475
+0.6% +$95.9K 7.65% 1
2025
Q1 		$17.6M Sell
79,370
-1,184
-1% -$274K 9.37% 1
2024
Q4 		$20.2M Sell
80,554
-713
-0.9% -$168K 10.29% 1
2024
Q3 		$18.9M Buy
81,267
+4,003
+5% +$894K 10.27% 1
2024
Q2 		$16.3M Sell
77,264
-772
-1% -$144K 9.66% 1
2024
Q1 		$13.4M Buy
78,036
+2,412
+3% +$439K 8.44% 1
2023
Q4 		$14.6M Buy
+75,624
New +$14M 10.55% 1

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 Wealth Management's AAPL Position: Q2 2026 in Review

Aviso Wealth Management reduced its Apple (AAPL) stake by 0.36% in Q2 2026, selling an estimated $74.9K and leaving 72,259 shares worth $20.9M. The position accounts for 7.12% of the portfolio, ranked #2.

Aviso Wealth Management first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $21.3M in Q4 2025. 6,137 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Aviso Wealth Management held 72,259 shares of Apple worth $20.9M as of Q2 2026.
  • Aviso Wealth Management sold 262 Apple shares in Q2 2026, an estimated $74.9K.
  • Apple made up 7.12% of Aviso Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Aviso Wealth Management first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • Aviso Wealth Management's Apple position peaked at $21.3M in Q4 2025.
  • 6,137 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.