CCA
AAPL icon

Conservest Capital Advisors’s Apple AAPL Stock Holding History

Conservest 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
Q2 		$5.65M Buy
19,540
+979
+5% +$280K 0.45% 27
2026
Q1 		$4.71M Buy
18,561
+324
+2% +$84.3K 0.43% 28
2025
Q4 		$4.96M Buy
18,237
+212
+1% +$56.9K 0.45% 25
2025
Q3 		$4.59M Sell
18,025
-33
-0.2% -$7.46K 0.42% 24
2025
Q2 		$3.7M Buy
18,058
+429
+2% +$86.6K 0.37% 28
2025
Q1 		$3.92M Buy
17,629
+22
+0.1% +$5.1K 0.41% 25
2024
Q4 		$4.41M Sell
17,607
-447
-2% -$105K 0.46% 25
2024
Q3 		$3.1M Buy
18,054
+588
+3% +$131K 0.32% 33
2024
Q2 		$3M Sell
17,466
-588
-3% -$110K 0.32% 33
2024
Q1 		$3.1M Buy
18,054
+430
+2% +$78.2K 0.32% 34
2023
Q4 		$3.39M Buy
17,624
+822
+5% +$152K 0.36% 30
2023
Q3 		$2.88M Buy
16,802
+55
+0.3% +$10.1K 0.35% 29
2023
Q2 		$3.25M Buy
16,747
+268
+2% +$46.7K 0.38% 27
2023
Q1 		$2.72M Sell
16,479
-415
-2% -$61.2K 0.32% 29
2022
Q4 		$2.2M Buy
+16,894
New +$2.41M 0.28% 31
2022
Q3 		– Sell
-17,907
Closed -$2.81M – 28
2022
Q2 		$2.45M Buy
17,907
+6,469
+57% +$980K 0.3% 30
2022
Q1 		$2M Buy
11,438
+205
+2% +$34.5K 0.22% 32
2021
Q4 		$2M Buy
11,233
+37
+0.3% +$5.85K 0.21% 33
2021
Q3 		$1.58M Sell
11,196
-94
-0.8% -$13.8K 0.18% 35
2021
Q2 		$1.55M Sell
11,290
-436
-4% -$56.5K 0.17% 36
2021
Q1 		$1.43M Buy
11,726
+23
+0.2% +$2.95K 0.16% 35
2020
Q4 		$1.55M Buy
11,703
+244
+2% +$29.3K 0.19% 35
2020
Q3 		$1.33M Buy
11,459
+327
+3% +$35.7K 0.18% 35
2020
Q2 		$1.01M Buy
11,132
+660
+6% +$51.1K 0.15% 36
2020
Q1 		$666K Sell
10,472
-212
-2% -$15.6K 0.11% 42
2019
Q4 		$784K Buy
10,684
+424
+4% +$27.3K 0.1% 48
2019
Q3 		$575K Sell
10,260
-1,056
-9% -$55.2K 0.08% 51
2019
Q2 		$560K Buy
11,316
+36
+0.3% +$1.75K 0.08% 52
2019
Q1 		$536K Sell
11,280
-292
-3% -$12.4K 0.08% 54
2018
Q4 		$456K Buy
11,572
+108
+0.9% +$5.24K 0.08% 55
2018
Q3 		$647K Sell
11,464
-19,584
-63% -$1.02M 0.09% 48
2018
Q2 		$1.44M Buy
31,048
+36
+0.1% +$1.63K 0.22% 41
2018
Q1 		$1.3M Sell
31,012
-143,820
-82% -$6.19M 0.28% 33
2017
Q4 		$7.4M Buy
174,832
+36
+0% +$1.5K 1.47% 15
2017
Q3 		$6.74M Buy
174,796
+1,100
+0.6% +$42.7K 1.07% 22
2017
Q2 		$6.25M Sell
173,696
-3,372
-2% -$125K 1.33% 15
2017
Q1 		$6.36M Buy
+177,068
New +$5.83M 1.35% 15

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

Conservest Capital Advisors increased its Apple (AAPL) stake by 5.3% in Q2 2026, buying an estimated $280K and bringing the position to 19,540 shares worth $5.65M. The position accounts for 0.45% of the portfolio, ranked #27.

Conservest Capital Advisors first reported a position in AAPL in Q1 2017 and has held it in 37 quarters since. The position peaked at $7.4M in Q4 2017. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Conservest Capital Advisors held 19,540 shares of Apple worth $5.65M as of Q2 2026.
  • Conservest Capital Advisors bought 979 Apple shares in Q2 2026, an estimated $280K.
  • Apple made up 0.45% of Conservest Capital Advisors's portfolio in Q2 2026, its #27 holding.
  • Conservest Capital Advisors first reported a position in Apple in Q1 2017 and has held it in 37 quarters since.
  • Conservest Capital Advisors's Apple position peaked at $7.4M in Q4 2017.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Conservest Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.