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Catalyst Private Wealth’s Apple AAPL Stock Holding History

Catalyst Private Wealth’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 		$3.72M Sell
12,846
-9
-0.1% -$2.57K 1.8% 15
2026
Q1 		$3.26M Buy
12,855
+338
+3% +$88K 1.77% 17
2025
Q4 		$3.4M Buy
12,517
+409
+3% +$110K 1.49% 17
2025
Q3 		$3.08M Buy
12,108
+430
+4% +$97.1K 1.35% 19
2025
Q2 		$2.4M Sell
11,678
-629
-5% -$127K 1.07% 19
2025
Q1 		$2.73M Buy
12,307
+78
+0.6% +$18.1K 1.33% 17
2024
Q4 		$3.06M Sell
12,229
-476
-4% -$112K 1.36% 18
2024
Q3 		$2.96M Sell
12,705
-14
-0.1% -$3.13K 1.45% 19
2024
Q2 		$2.68M Sell
12,719
-250
-2% -$46.6K 1.42% 19
2024
Q1 		$2.22M Sell
12,969
-46
-0.4% -$8.36K 1.16% 21
2023
Q4 		$2.51M Sell
13,015
-1,129
-8% -$208K 1.18% 21
2023
Q3 		$2.42M Sell
14,144
-1,025
-7% -$188K 1.43% 19
2023
Q2 		$2.94M Sell
15,169
-1,470
-9% -$256K 1.84% 16
2023
Q1 		$2.74M Buy
16,639
+2,768
+20% +$408K 1.9% 12
2022
Q4 		$1.8M Sell
13,871
-2,989
-18% -$427K 1.47% 20
2022
Q3 		$2.33M Buy
16,860
+4,819
+40% +$756K 1.76% 10
2022
Q2 		$1.65M Buy
12,041
+144
+1% +$21.8K 1.17% 19
2022
Q1 		$2.08M Sell
11,897
-39
-0.3% -$6.56K 1.04% 15
2021
Q4 		$2.12M Buy
11,936
+40
+0.3% +$6.32K 0.91% 13
2021
Q3 		$1.68M Sell
11,896
-200
-2% -$29.4K 0.72% 13
2021
Q2 		$1.66M Sell
12,096
-1,004
-8% -$130K 0.92% 11
2021
Q1 		$1.6M Buy
13,100
+9
+0.1% +$1.16K 1.12% 10
2020
Q4 		$1.74M Hold
13,091
– – 1.52% 8
2020
Q3 		$1.52M Buy
+13,091
New +$1.43M 1.47% 8

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

Catalyst Private Wealth's AAPL Position: Q2 2026 in Review

Catalyst Private Wealth reduced its Apple (AAPL) stake by 0.07% in Q2 2026, selling an estimated $2.57K and leaving 12,846 shares worth $3.72M. The position accounts for 1.8% of the portfolio, ranked #15.

Catalyst Private Wealth first reported a position in AAPL in Q3 2020 and has held it in 24 quarters since. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Catalyst Private Wealth held 12,846 shares of Apple worth $3.72M as of Q2 2026.
  • Catalyst Private Wealth sold 9 Apple shares in Q2 2026, an estimated $2.57K.
  • Apple made up 1.8% of Catalyst Private Wealth's portfolio in Q2 2026, its #15 holding.
  • Catalyst Private Wealth first reported a position in Apple in Q3 2020 and has held it in 24 quarters since.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Catalyst Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.