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Clarity Wealth Advisors’s Apple AAPL Stock Holding History

Clarity Wealth 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 		$38.7M Sell
133,752
-1,682
-1% -$481K 6.83% 2
2026
Q1 		$34.4M Sell
135,434
-1,322
-1% -$344K 7.07% 1
2025
Q4 		$37.2M Buy
136,756
+1,369
+1% +$368K 7.59% 1
2025
Q3 		$34.5M Sell
135,387
-1,354
-1% -$306K 7.6% 1
2025
Q2 		$28.1M Buy
136,741
+431
+0.3% +$87K 6.92% 4
2025
Q1 		$30.3M Buy
136,310
+2,720
+2% +$630K 8.4% 1
2024
Q4 		$33.5M Buy
133,590
+1,797
+1% +$424K 9.12% 1
2024
Q3 		$30.7M Buy
131,793
+485
+0.4% +$108K 8.93% 1
2024
Q2 		$27.7M Buy
131,308
+5,014
+4% +$935K 8.94% 1
2024
Q1 		$21.7M Buy
126,294
+616
+0.5% +$112K 7.32% 4
2023
Q4 		$24.2M Sell
125,678
-286
-0.2% -$52.8K 9.15% 1
2023
Q3 		$21.6M Buy
125,964
+84
+0.1% +$15.4K 9.78% 1
2023
Q2 		$24.4M Buy
125,880
+2,316
+2% +$404K 10.96% 1
2023
Q1 		$20.4M Sell
123,564
-3,134
-2% -$462K 10.39% 1
2022
Q4 		$16.5M Sell
126,698
-786
-0.6% -$112K 9.48% 1
2022
Q3 		$17.6M Sell
127,484
-929
-0.7% -$146K 10.61% 1
2022
Q2 		$17.6M Buy
128,413
+1,356
+1% +$205K 10.04% 1
2022
Q1 		$22.2M Buy
127,057
+12,801
+11% +$2.15M 10.54% 1
2021
Q4 		$20.3M Sell
114,256
-1,094
-0.9% -$173K 9.43% 1
2021
Q3 		$16.3M Sell
115,350
-2,039
-2% -$300K 8.04% 2
2021
Q2 		$16.1M Sell
117,389
-527
-0.4% -$68.3K 8.35% 2
2021
Q1 		$14.4M Buy
117,916
+731
+0.6% +$93.8K 8.21% 2
2020
Q4 		$15.5M Sell
117,185
-664
-0.6% -$79.9K 9.43% 1
2020
Q3 		$13.6M Sell
117,849
-1,035
-0.9% -$113K 9.79% 1
2020
Q2 		$10.8M Sell
118,884
-3,968
-3% -$307K 8.55% 2
2020
Q1 		$7.81M Buy
122,852
+2,676
+2% +$197K 8.13% 3
2019
Q4 		$8.82M Buy
+120,176
New +$7.73M 7.42% 2

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

Clarity Wealth Advisors's AAPL Position: Q2 2026 in Review

Clarity Wealth Advisors reduced its Apple (AAPL) stake by 1.2% in Q2 2026, selling an estimated $481K and leaving 133,752 shares worth $38.7M. The position accounts for 6.83% of the portfolio, ranked #2.

Clarity Wealth Advisors first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Clarity Wealth Advisors held 133,752 shares of Apple worth $38.7M as of Q2 2026.
  • Clarity Wealth Advisors sold 1,682 Apple shares in Q2 2026, an estimated $481K.
  • Apple made up 6.83% of Clarity Wealth Advisors's portfolio in Q2 2026, its #2 holding.
  • Clarity Wealth Advisors first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Clarity Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.