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Consultiva Wealth Management’s Apple AAPL Stock Holding History

Consultiva Wealth Management’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 		$1.32M Hold
4,574
– – 2.98% 7
2026
Q1 		$1.16M Hold
4,574
– – 3.37% 6
2025
Q4 		$1.24M Sell
4,574
-358
-7% -$96.1K 3.49% 6
2025
Q3 		$1.26M Sell
4,932
-20
-0.4% -$4.52K 3.52% 6
2025
Q2 		$1.02M Hold
4,952
– – 3.13% 8
2025
Q1 		$1.1M Buy
4,952
+2,327
+89% +$539K 3.78% 6
2024
Q4 		$657K Buy
2,625
+2,555
+3,650% +$602K 3.3% 8
2024
Q3 		$16.3K Buy
70
+17
+32% +$3.8K 0.13% 22
2024
Q2 		$11.2K Hold
53
– – 0.1% 20
2024
Q1 		$9.09K Buy
+53
New +$9.64K 0.09% 18
2023
Q3 		$9.07K Sell
53
-40
-43% -$7.33K 0.23% 24
2023
Q2 		$18.2K Hold
93
– – 0.46% 23
2023
Q1 		$15.4K Hold
93
– – 0.4% 24
2022
Q4 		$12.2K Hold
93
– – 0.32% 25
2022
Q3 		$13K Hold
93
– – 0.36% 25
2022
Q2 		$12K Hold
93
– – 0.34% 25
2022
Q1 		$16K Hold
93
– – 0.38% 25
2021
Q4 		$17K Hold
93
– – 0.39% 26
2021
Q3 		$13K Buy
+93
New +$13.7K 0.3% 26
2021
Q1 		– Sell
-73
Closed -$10K – 28
2020
Q4 		$10K Buy
+73
New +$8.78K 0.23% 29
2019
Q2 		$13K Buy
+372
New +$18.1K 0.26% 29

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Consultiva Wealth Management's AAPL Position: Q2 2026 in Review

Consultiva Wealth Management held its Apple (AAPL) position steady in Q2 2026 at 4,574 shares worth $1.32M. The position accounts for 2.98% of the portfolio, ranked #7.

Consultiva Wealth Management first reported a position in AAPL in Q2 2019 and has held it in 21 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Consultiva Wealth Management held 4,574 shares of Apple worth $1.32M as of Q2 2026.
  • Consultiva Wealth Management left its Apple share count unchanged in Q2 2026.
  • Apple made up 2.98% of Consultiva Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Consultiva Wealth Management first reported a position in Apple in Q2 2019 and has held it in 21 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Consultiva Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.