Cerity Partners’s Apple AAPL Stock Holding History

Cerity Partners’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	$145K	Sell	500 -1,400	-74%	-$400K	﹤0.01%	3147
2026 Q1	$482K	Buy	+1,900	New	+$494K	﹤0.01%	2311

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Cerity Partners's AAPL Position: Q2 2026 in Review

Cerity Partners increased its Apple (AAPL) stake by 2.6% in Q2 2026, buying an estimated $68.8M and bringing the position to 9,612,893 shares worth $2.78B. The position accounts for 3.36% of the portfolio, ranked #2.

Cerity Partners first reported a position in AAPL in Q4 2016 and has held it in 37 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Cerity Partners held 9,612,893 shares of Apple worth $2.78B as of Q2 2026.
Cerity Partners bought 240,618 Apple shares in Q2 2026, an estimated $68.8M.
Apple made up 3.36% of Cerity Partners's portfolio in Q2 2026, its #2 holding.
Cerity Partners first reported a position in Apple in Q4 2016 and has held it in 37 quarters since.
6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.