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CogentBlue Wealth Advisors’s Apple AAPL Stock Holding History

CogentBlue 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 		$3.9M Buy
13,467
+264
+2% +$75.5K 2.23% 16
2026
Q1 		$3.35M Sell
13,203
-149
-1% -$38.8K 2.25% 16
2025
Q4 		$3.63M Sell
13,352
-78
-0.6% -$20.9K 2.47% 16
2025
Q3 		$3.42M Buy
13,430
+3,081
+30% +$696K 2.33% 16
2025
Q2 		$2.12M Sell
10,349
-2,330
-18% -$471K 1.63% 18
2025
Q1 		$2.82M Buy
12,679
+4,551
+56% +$1.05M 2.47% 11
2024
Q4 		$2.04M Buy
+8,128
New +$1.92M 1.79% 16

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

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

CogentBlue Wealth Advisors increased its Apple (AAPL) stake by 2% in Q2 2026, buying an estimated $75.5K and bringing the position to 13,467 shares worth $3.9M. The position accounts for 2.23% of the portfolio, ranked #16.

CogentBlue Wealth Advisors first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 1,520 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • CogentBlue Wealth Advisors held 13,467 shares of Apple worth $3.9M as of Q2 2026.
  • CogentBlue Wealth Advisors bought 264 Apple shares in Q2 2026, an estimated $75.5K.
  • Apple made up 2.23% of CogentBlue Wealth Advisors's portfolio in Q2 2026, its #16 holding.
  • CogentBlue Wealth Advisors first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 1,520 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.