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Centricity Wealth Management’s Apple AAPL Stock Holding History

Centricity Wealth Management’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
2025
Q2 		$1.05M Sell
5,096
-141
-3% -$28.5K 0.84% 24
2025
Q1 		$1.16M Sell
5,237
-185
-3% -$42.9K 1.06% 20
2024
Q4 		$1.36M Buy
+5,422
New +$1.28M 1.27% 19

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Centricity Wealth Management's AAPL Position: Q2 2025 in Review

Centricity Wealth Management reduced its Apple (AAPL) stake by 2.7% in Q2 2025, selling an estimated $28.5K and leaving 5,096 shares worth $1.05M. The position accounts for 0.84% of the portfolio, ranked #24.

Centricity Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.36M in Q4 2024. 5,593 funds tracked by Wall St. Rank hold AAPL as of Q2 2025.

  • Centricity Wealth Management held 5,096 shares of Apple worth $1.05M as of Q2 2025.
  • Centricity Wealth Management sold 141 Apple shares in Q2 2025, an estimated $28.5K.
  • Apple made up 0.84% of Centricity Wealth Management's portfolio in Q2 2025, its #24 holding.
  • Centricity Wealth Management first reported a position in Apple in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Apple position peaked at $1.36M in Q4 2024.
  • 5,593 funds tracked by Wall St. Rank held Apple as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.