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
2020 Q1	–	Sell	-3,600	Closed	-$264K	–	141
2019 Q4	$264K	Buy	+3,600	New	+$232K	0.04%	160

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

Clearwater Capital Advisors's AAPL Position: Q2 2026 in Review

Clearwater Capital Advisors increased its Apple (AAPL) stake by 2.9% in Q2 2026, buying an estimated $407K and bringing the position to 49,975 shares worth $14.5M. The position accounts for 1.06% of the portfolio, ranked #24.

Clearwater Capital Advisors first reported a position in AAPL in Q2 2016 and has held it in 41 quarters since. 6,121 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Clearwater Capital Advisors held 49,975 shares of Apple worth $14.5M as of Q2 2026.
Clearwater Capital Advisors bought 1,424 Apple shares in Q2 2026, an estimated $407K.
Apple made up 1.06% of Clearwater Capital Advisors's portfolio in Q2 2026, its #24 holding.
Clearwater Capital Advisors first reported a position in Apple in Q2 2016 and has held it in 41 quarters since.
6,121 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Clearwater Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.