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Cadent Capital Advisors’s Apple AAPL Stock Holding History

Cadent Capital Advisors’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
Q3 		– Hold
0
– -$842K – 156
2024
Q2 		– Hold
0
– – – 51
2022
Q2 		– Sell
-15
Closed -$1K – 113
2022
Q1 		$1K Buy
+15
New +$2.52K ﹤0.01% 135

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Cadent Capital Advisors's AAPL Position: Q2 2026 in Review

Cadent Capital Advisors reduced its Apple (AAPL) stake by 0.06% in Q2 2026, selling an estimated $9.44K and leaving 54,442 shares worth $15.8M. The position accounts for 3.25% of the portfolio, ranked #6.

Cadent Capital Advisors first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Cadent Capital Advisors held 54,442 shares of Apple worth $15.8M as of Q2 2026.
  • Cadent Capital Advisors sold 33 Apple shares in Q2 2026, an estimated $9.44K.
  • Apple made up 3.25% of Cadent Capital Advisors's portfolio in Q2 2026, its #6 holding.
  • Cadent Capital Advisors first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Cadent Capital Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.