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Clearwater Capital Advisors’s Apple AAPL Stock Holding History

Clearwater Capital 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
Q1 		$12.3M Sell
48,551
-93
-0.2% -$24.2K 0.99% 25
2025
Q4 		$13.2M Sell
48,644
-4,347
-8% -$1.17M 1.1% 26
2025
Q3 		$13.5M Sell
52,991
-1,563
-3% -$353K 1.15% 21
2025
Q2 		$11.2M Sell
54,554
-1,516
-3% -$306K 1.02% 27
2025
Q1 		$12.5M Sell
56,070
-616
-1% -$143K 1.2% 21
2024
Q4 		$14.2M Sell
56,686
-1,080
-2% -$255K 1.39% 17
2024
Q3 		$13.5M Buy
57,766
+7,297
+14% +$1.63M 1.31% 20
2024
Q2 		$10.6M Buy
50,469
+1,087
+2% +$203K 1.13% 21
2024
Q1 		$8.47M Buy
49,382
+454
+0.9% +$82.6K 0.9% 28
2023
Q4 		$9.42M Sell
48,928
-3,363
-6% -$621K 1.06% 25
2023
Q3 		$8.95M Sell
52,291
-566
-1% -$104K 1.1% 22
2023
Q2 		$10.3M Sell
52,857
-5,362
-9% -$934K 1.22% 25
2023
Q1 		$9.6M Sell
58,219
-4,021
-6% -$593K 1.17% 25
2022
Q4 		$8.09M Sell
62,240
-2,073
-3% -$296K 1.05% 27
2022
Q3 		$8.89M Buy
64,313
+7,812
+14% +$1.23M 1.23% 26
2022
Q2 		$7.72M Sell
56,501
-4,159
-7% -$630K 1.06% 25
2022
Q1 		$10.6M Sell
60,660
-25
-0% -$4.2K 1.21% 25
2021
Q4 		$10.8M Sell
60,685
-247
-0.4% -$39K 1.19% 27
2021
Q3 		$8.62M Buy
60,932
+276
+0.5% +$40.6K 1% 31
2021
Q2 		$8.31M Buy
60,656
+1,812
+3% +$235K 0.97% 32
2021
Q1 		$7.19M Buy
58,844
+4,314
+8% +$554K 0.9% 30
2020
Q4 		$7.24M Buy
54,530
+414
+0.8% +$49.8K 0.96% 28
2020
Q3 		$6.27M Sell
54,116
-3,588
-6% -$392K 0.99% 26
2020
Q2 		$5.26M Sell
57,704
-804
-1% -$62.3K 0.88% 26
2020
Q1 		$3.72M Sell
58,508
-24,092
-29% -$1.77M 0.8% 26
2019
Q4 		$6.06M Sell
82,600
-7,376
-8% -$475K 1.01% 25
2019
Q3 		$5.04M Sell
89,976
-2,220
-2% -$116K 0.89% 31
2019
Q2 		$4.56M Sell
92,196
-6,604
-7% -$322K 0.83% 33
2019
Q1 		$4.69M Sell
98,800
-1,228
-1% -$52.1K 0.88% 27
2018
Q4 		$3.94M Buy
100,028
+5,400
+6% +$262K 0.87% 29
2018
Q3 		$5.34M Sell
94,628
-264
-0.3% -$13.7K 1.04% 26
2018
Q2 		$4.39M Sell
94,892
-564
-0.6% -$25.6K 0.9% 30
2018
Q1 		$4M Buy
95,456
+1,328
+1% +$57.2K 0.83% 35
2017
Q4 		$3.98M Sell
94,128
-496
-0.5% -$20.7K 0.87% 32
2017
Q3 		$3.69M Buy
94,624
+2,664
+3% +$103K 0.86% 34
2017
Q2 		$3.33M Buy
91,960
+3,116
+4% +$115K 0.85% 37
2017
Q1 		$3.2M Buy
88,844
+6,556
+8% +$216K 0.88% 34
2016
Q4 		$2.39M Sell
82,288
-564
-0.7% -$16K 0.83% 36
2016
Q3 		$2.34M Buy
82,852
+26,856
+48% +$711K 0.82% 39
2016
Q2 		$1.34M Buy
+55,996
New +$1.39M 0.49% 54

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

Clearwater Capital Advisors's AAPL Position: Q1 2026 in Review

Clearwater Capital Advisors reduced its Apple (AAPL) stake by 0.19% in Q1 2026, selling an estimated $24.2K and leaving 48,551 shares worth $12.3M. The position accounts for 0.99% of the portfolio, ranked #25.

Clearwater Capital Advisors first reported a position in AAPL in Q2 2016 and has held it in 40 quarters since. The position peaked at $14.2M in Q4 2024. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Clearwater Capital Advisors held 48,551 shares of Apple worth $12.3M as of Q1 2026.
  • Clearwater Capital Advisors sold 93 Apple shares in Q1 2026, an estimated $24.2K.
  • Apple made up 0.99% of Clearwater Capital Advisors's portfolio in Q1 2026, its #25 holding.
  • Clearwater Capital Advisors first reported a position in Apple in Q2 2016 and has held it in 40 quarters since.
  • Clearwater Capital Advisors's Apple position peaked at $14.2M in Q4 2024.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Clearwater Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.