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Collective Family Office’s Apple AAPL Stock Holding History

Collective Family Office’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 		$3.51M Sell
12,144
-263
-2% -$75.2K 0.72% 34
2026
Q1 		$3.15M Sell
12,407
-289
-2% -$75.2K 0.71% 35
2025
Q4 		$3.45M Buy
12,696
+484
+4% +$130K 0.79% 34
2025
Q3 		$3.11M Sell
12,212
-394
-3% -$89K 0.75% 35
2025
Q2 		$2.59M Sell
12,606
-1,010
-7% -$204K 0.66% 39
2025
Q1 		$3.02M Sell
13,616
-1,689
-11% -$391K 0.82% 32
2024
Q4 		$3.83M Sell
15,305
-87
-0.6% -$20.5K 1.05% 27
2024
Q3 		$3.59M Sell
15,392
-995
-6% -$222K 0.97% 29
2024
Q2 		$3.45M Buy
16,387
+1,700
+12% +$317K 1.02% 28
2024
Q1 		$2.52M Sell
14,687
-725
-5% -$132K 0.82% 31
2023
Q4 		$2.97M Sell
15,412
-655
-4% -$121K 1.04% 28
2023
Q3 		$2.75M Sell
16,067
-113
-0.7% -$20.7K 1.07% 28
2023
Q2 		$3.14M Buy
16,180
+101
+0.6% +$17.6K 1.23% 26
2023
Q1 		$2.65M Buy
16,079
+662
+4% +$97.7K 1.09% 26
2022
Q4 		$2M Sell
15,417
-835
-5% -$119K 0.9% 30
2022
Q3 		$2.25M Sell
16,252
-3,272
-17% -$514K 1.12% 29
2022
Q2 		$2.67M Sell
19,524
-908
-4% -$138K 1.16% 21
2022
Q1 		$3.57M Sell
20,432
-1,068
-5% -$180K 1.36% 17
2021
Q4 		$3.82M Buy
21,500
+1,749
+9% +$276K 1.5% 16
2021
Q3 		$2.79M Sell
19,751
-894
-4% -$132K 1.2% 21
2021
Q2 		$2.83M Buy
20,645
+481
+2% +$62.3K 1.21% 24
2021
Q1 		$2.46M Buy
20,164
+1,827
+10% +$235K 1.2% 26
2020
Q4 		$2.43M Buy
+18,337
New +$2.21M 1.35% 17

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

Collective Family Office's AAPL Position: Q2 2026 in Review

Collective Family Office reduced its Apple (AAPL) stake by 2.1% in Q2 2026, selling an estimated $75.2K and leaving 12,144 shares worth $3.51M. The position accounts for 0.72% of the portfolio, ranked #34.

Collective Family Office first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.83M in Q4 2024. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Collective Family Office held 12,144 shares of Apple worth $3.51M as of Q2 2026.
  • Collective Family Office sold 263 Apple shares in Q2 2026, an estimated $75.2K.
  • Apple made up 0.72% of Collective Family Office's portfolio in Q2 2026, its #34 holding.
  • Collective Family Office first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • Collective Family Office's Apple position peaked at $3.83M in Q4 2024.
  • 2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.