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BSW Wealth Partners’s Apple AAPL Stock Holding History

BSW 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
2024
Q4 		– Sell
-102,798
Closed -$24M – 309
2024
Q3 		$24M Buy
+102,798
New +$23M 3.59% 7

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
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

BSW Wealth Partners reduced its Apple (AAPL) stake by 0.58% in Q2 2026, selling an estimated $185K and leaving 110,137 shares worth $31.9M. The position accounts for 3.54% of the portfolio, ranked #7.

BSW Wealth Partners first reported a position in AAPL in Q2 2013 and has held it in 51 quarters since. 1,521 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • BSW Wealth Partners held 110,137 shares of Apple worth $31.9M as of Q2 2026.
  • BSW Wealth Partners sold 648 Apple shares in Q2 2026, an estimated $185K.
  • Apple made up 3.54% of BSW Wealth Partners's portfolio in Q2 2026, its #7 holding.
  • BSW Wealth Partners first reported a position in Apple in Q2 2013 and has held it in 51 quarters since.
  • 1,521 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.