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Clarius Group LLC’s Apple AAPL Stock Holding History

Clarius Group LLC’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
Q4 		$31M Buy
114,121
+745
+0.7% +$200K 1.77% 14
2025
Q3 		$28.9M Sell
113,376
-36,390
-24% -$8.22M 1.71% 13
2025
Q2 		$30.7M Sell
149,766
-1,916
-1% -$387K 1.79% 14
2025
Q1 		$33.7M Buy
151,682
+18,258
+14% +$4.23M 2.12% 12
2024
Q4 		$33.4M Sell
133,424
-7,274
-5% -$1.71M 2.28% 9
2024
Q3 		$32.7M Sell
140,698
-4,246
-3% -$948K 2.29% 9
2024
Q2 		$30.5M Buy
144,944
+3
+0% +$559 2.16% 10
2024
Q1 		$24.9M Sell
144,941
-492
-0.3% -$89.5K 1.72% 11
2023
Q4 		$28M Sell
145,433
-11,176
-7% -$2.06M 2.32% 10
2023
Q3 		$26.8M Sell
156,609
-38,343
-20% -$7.03M 2.56% 10
2023
Q2 		$37.8M Sell
194,952
-3,647
-2% -$635K 2.92% 9
2023
Q1 		$32.7M Sell
198,599
-9,819
-5% -$1.45M 2.78% 9
2022
Q4 		$27.1M Sell
208,418
-4,183
-2% -$598K 2.44% 9
2022
Q3 		$29.4M Sell
212,601
-2,905
-1% -$456K 2.94% 9
2022
Q2 		$29.5M Buy
215,506
+2,628
+1% +$398K 2.94% 9
2022
Q1 		$37.8M Hold
212,878
– – 2.99% 9
2021
Q4 		$37.8M Sell
212,878
-13,517
-6% -$2.14M 2.99% 9
2021
Q3 		$32M Sell
226,395
-1,028
-0.5% -$151K 2.87% 9
2021
Q2 		$31.1M Buy
227,423
+1,831
+0.8% +$237K 2.8% 10
2021
Q1 		$27.6M Buy
225,592
+14,498
+7% +$1.86M 2.7% 10
2020
Q4 		$28M Buy
211,094
+12,356
+6% +$1.49M 3.02% 8
2020
Q3 		$23M Sell
198,738
-17,538
-8% -$1.91M 2.96% 10
2020
Q2 		$19.7M Sell
216,276
-3,160
-1% -$245K 2.76% 10
2020
Q1 		$13.9M Buy
219,436
+16,856
+8% +$1.24M 2.63% 9
2019
Q4 		$15.8M Sell
202,580
-8,788
-4% -$565K 2.5% 9
2019
Q3 		$11.8M Buy
211,368
+8,976
+4% +$469K 2.17% 10
2019
Q2 		$10M Buy
202,392
+20,792
+11% +$1.01M 2.01% 11
2019
Q1 		$8.62M Buy
181,600
+27,348
+18% +$1.16M 2.1% 7
2018
Q4 		$6.08M Buy
154,252
+14,936
+11% +$724K 2.21% 8
2018
Q3 		$7.86M Buy
139,316
+36,676
+36% +$1.91M 2.78% 4
2018
Q2 		$4.75M Buy
102,640
+3,220
+3% +$146K 1.97% 7
2018
Q1 		$4.17M Buy
99,420
+4
+0% +$172 1.9% 8
2017
Q4 		$4.21M Sell
99,416
-1,056
-1% -$44.1K 1.88% 8
2017
Q3 		$3.87M Sell
100,472
-36,768
-27% -$1.43M 1.63% 10
2017
Q2 		$4.94M Buy
137,240
+4
+0% +$148 2.04% 8
2017
Q1 		$4.93M Sell
137,236
-7,108
-5% -$234K 2.04% 8
2016
Q4 		$4.18M Sell
144,344
-3,456
-2% -$98K 1.77% 9
2016
Q3 		$4.18M Buy
147,800
+1,296
+0.9% +$34.3K 1.95% 8
2016
Q2 		$3.5M Buy
146,504
+54,640
+59% +$1.36M 1.87% 9
2016
Q1 		$2.5M Sell
91,864
-55,748
-38% -$1.39M 1.39% 10
2015
Q4 		$3.88M Buy
+147,612
New +$4.22M 2.25% 9

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Clarius Group LLC's AAPL Position: Q4 2025 in Review

Clarius Group LLC increased its Apple (AAPL) stake by 0.66% in Q4 2025, buying an estimated $200K and bringing the position to 114,121 shares worth $31M. The position accounts for 1.77% of the portfolio, ranked #14.

Clarius Group LLC first reported a position in AAPL in Q4 2015 and has held it in 41 quarters since. The position peaked at $37.8M in Q2 2023. 6,091 funds tracked by Wall St. Rank hold AAPL as of Q4 2025.

  • Clarius Group LLC held 114,121 shares of Apple worth $31M as of Q4 2025.
  • Clarius Group LLC bought 745 Apple shares in Q4 2025, an estimated $200K.
  • Apple made up 1.77% of Clarius Group LLC's portfolio in Q4 2025, its #14 holding.
  • Clarius Group LLC first reported a position in Apple in Q4 2015 and has held it in 41 quarters since.
  • Clarius Group LLC's Apple position peaked at $37.8M in Q2 2023.
  • 6,091 funds tracked by Wall St. Rank held Apple as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.