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Claris Advisors’s Apple AAPL Stock Holding History

Claris Advisors’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 		$1.83M Buy
6,310
+40
+0.6% +$11.4K 0.48% 26
2026
Q1 		$1.59M Sell
6,270
-67
-1% -$17.4K 0.48% 26
2025
Q4 		$1.72M Sell
6,337
-828
-12% -$222K 0.53% 26
2025
Q3 		$1.47M Hold
7,165
– – 0.51% 26
2025
Q2 		$1.47M Sell
7,165
-3,435
-32% -$694K 0.51% 26
2025
Q1 		$2.35M Sell
10,600
-1,945
-16% -$451K 0.88% 20
2024
Q4 		$3.14M Buy
12,545
+3,948
+46% +$930K 1.18% 15
2024
Q3 		$2M Buy
8,597
+218
+3% +$48.7K 0.87% 17
2024
Q2 		$1.76M Buy
8,379
+127
+2% +$23.7K 0.91% 17
2024
Q1 		$1.42M Buy
8,252
+7
+0.1% +$1.27K 0.71% 19
2023
Q4 		$1.59M Sell
8,245
-8
-0.1% -$1.48K 0.88% 17
2023
Q3 		$1.41M Sell
8,253
-8
-0.1% -$1.47K 0.9% 16
2023
Q2 		$1.6M Sell
8,261
-179
-2% -$31.2K 1.11% 13
2023
Q1 		$1.39M Sell
8,440
-4,050
-32% -$598K 1.03% 14
2022
Q4 		$1.62M Sell
12,490
-61
-0.5% -$8.72K 1.54% 11
2022
Q3 		$1.74M Sell
12,551
-23
-0.2% -$3.61K 1.99% 9
2022
Q2 		$1.72M Sell
12,574
-46
-0.4% -$6.97K 1.86% 10
2022
Q1 		$2.2M Buy
12,620
+711
+6% +$120K 2.35% 8
2021
Q4 		$2.12M Buy
+11,909
New +$1.88M 2.24% 9

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

Claris Advisors's AAPL Position: Q2 2026 in Review

Claris Advisors increased its Apple (AAPL) stake by 0.64% in Q2 2026, buying an estimated $11.4K and bringing the position to 6,310 shares worth $1.83M. The position accounts for 0.48% of the portfolio, ranked #26.

Claris Advisors first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.14M in Q4 2024. 1,520 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Claris Advisors held 6,310 shares of Apple worth $1.83M as of Q2 2026.
  • Claris Advisors bought 40 Apple shares in Q2 2026, an estimated $11.4K.
  • Apple made up 0.48% of Claris Advisors's portfolio in Q2 2026, its #26 holding.
  • Claris Advisors first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • Claris Advisors's Apple position peaked at $3.14M in Q4 2024.
  • 1,520 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Claris Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.