Collaborative Fund Advisors’s Apple AAPL Stock Holding History

Collaborative Fund 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	$5.87M	Buy	20,274 +5,158	+34%	+$1.48M	3.42%	2
2026 Q1	$3.84M	Buy	+15,116	New	+$3.93M	2.37%	3

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

Collaborative Fund Advisors's AAPL Position: Q2 2026 in Review

Collaborative Fund Advisors increased its Apple (AAPL) stake by 34% in Q2 2026, buying an estimated $1.48M and bringing the position to 20,274 shares worth $5.87M. The position accounts for 3.42% of the portfolio, ranked #2.

Collaborative Fund Advisors first reported a position in AAPL in Q1 2026 and has held it in 2 quarters since. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Collaborative Fund Advisors held 20,274 shares of Apple worth $5.87M as of Q2 2026.
Collaborative Fund Advisors bought 5,158 Apple shares in Q2 2026, an estimated $1.48M.
Apple made up 3.42% of Collaborative Fund Advisors's portfolio in Q2 2026, its #2 holding.
Collaborative Fund Advisors first reported a position in Apple in Q1 2026 and has held it in 2 quarters since.
6,073 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Collaborative Fund Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.