Catalina Capital Group’s Apple AAPL Stock Holding History

Catalina Capital Group’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 Q1	$7.39M	Buy	29,132 +2,110	+8%	+$549K	4.4%	3
2025 Q4	$7.35M	Sell	27,022 -3,184	-11%	-$855K	4.46%	4
2025 Q3	$7.69M	Buy	30,206 +131	+0.4%	+$29.6K	4.69%	3
2025 Q2	$6.17M	Sell	30,075 -4,620	-13%	-$933K	4.08%	4
2025 Q1	$7.71M	Sell	34,695 -45,608	-57%	-$10.6M	5.04%	2
2024 Q4	$20.1M	Buy	80,303 +2,622	+3%	+$618K	6.62%	1
2024 Q3	$18.1M	Buy	77,681 +5,812	+8%	+$1.3M	6.06%	1
2024 Q2	$15.1M	Buy	71,869 +8,364	+13%	+$1.56M	5.68%	1
2024 Q1	$10.9M	Buy	63,505 +29,093	+85%	+$5.29M	4.53%	2
2023 Q4	$6.63M	Buy	+34,412	New	+$6.35M	4.44%	3

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return