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Cathy Pareto & Associates’s Apple AAPL Stock Holding History

Cathy Pareto & Associates’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 		$10.1M Sell
34,846
-22
-0.1% -$6.29K 5.91% 2
2026
Q1 		$8.85M Buy
34,868
+239
+0.7% +$62.2K 5.94% 2
2025
Q4 		$9.41M Sell
34,629
-334
-1% -$89.7K 6.53% 1
2025
Q3 		$8.9M Sell
34,963
-651
-2% -$147K 6.72% 1
2025
Q2 		$7.31M Sell
35,614
-2,837
-7% -$573K 6.04% 2
2025
Q1 		$8.54M Buy
38,451
+3,219
+9% +$746K 7.55% 1
2024
Q4 		$8.82M Buy
+35,232
New +$8.3M 8.11% 1

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

Cathy Pareto & Associates's AAPL Position: Q2 2026 in Review

Cathy Pareto & Associates reduced its Apple (AAPL) stake by 0.06% in Q2 2026, selling an estimated $6.29K and leaving 34,846 shares worth $10.1M. The position accounts for 5.91% of the portfolio, ranked #2.

Cathy Pareto & Associates first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 1,520 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Cathy Pareto & Associates held 34,846 shares of Apple worth $10.1M as of Q2 2026.
  • Cathy Pareto & Associates sold 22 Apple shares in Q2 2026, an estimated $6.29K.
  • Apple made up 5.91% of Cathy Pareto & Associates's portfolio in Q2 2026, its #2 holding.
  • Cathy Pareto & Associates first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 1,520 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Cathy Pareto & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.