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Corepath Wealth Partners’s Apple AAPL Stock Holding History

Corepath Wealth Partners’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 		$826K Buy
2,635
+188
+8% +$53.8K 0.52% 19
2026
Q1 		$634K Hold
2,447
– – 0.43% 19
2025
Q4 		$637K Sell
2,447
-7
-0.3% -$1.88K 0.43% 18
2025
Q3 		$630K Buy
2,454
+294
+14% +$66.4K 0.46% 20
2025
Q2 		$461K Buy
2,160
+17
+0.8% +$3.43K 0.39% 21
2025
Q1 		$428K Sell
2,143
-1
-0% -$232 0.41% 18
2024
Q4 		$500K Sell
2,144
-478
-18% -$113K 0.49% 18
2024
Q3 		$606K Buy
2,622
+30
+1% +$6.7K 0.59% 17
2024
Q2 		$590K Buy
2,592
+72
+3% +$13.4K 0.62% 18
2024
Q1 		$426K Sell
2,520
-727
-22% -$132K 0.47% 18
2023
Q4 		$588K Buy
3,247
+644
+25% +$119K 0.33% 23
2023
Q3 		$466K Buy
2,603
+300
+13% +$55K 0.28% 23
2023
Q2 		$447K Buy
2,303
+91
+4% +$15.9K 0.26% 23
2023
Q1 		$366K Buy
2,212
+1
+0% +$148 0.23% 27
2022
Q4 		$288K Buy
2,211
+130
+6% +$18.6K 0.19% 31
2022
Q3 		$296K Buy
2,081
+539
+35% +$84.6K 0.22% 30
2022
Q2 		$229K Hold
1,542
– – 0.17% 33
2022
Q1 		$251K Hold
1,542
– – 0.17% 35
2021
Q4 		$266K Buy
1,542
+25
+2% +$3.95K 0.19% 36
2021
Q3 		$214K Hold
1,517
– – 0.16% 37
2021
Q2 		$222K Sell
1,517
-105
-6% -$13.6K 0.17% 37
2021
Q1 		$216K Sell
1,622
-1,231
-43% -$158K 0.19% 36
2020
Q4 		$378K Buy
+2,853
New +$343K 0.39% 27

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
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Corepath Wealth Partners's AAPL Position: Q2 2026 in Review

Corepath Wealth Partners increased its Apple (AAPL) stake by 7.7% in Q2 2026, buying an estimated $53.8K and bringing the position to 2,635 shares worth $826K. The position accounts for 0.52% of the portfolio, ranked #19.

Corepath Wealth Partners first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 1,719 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Corepath Wealth Partners held 2,635 shares of Apple worth $826K as of Q2 2026.
  • Corepath Wealth Partners bought 188 Apple shares in Q2 2026, an estimated $53.8K.
  • Apple made up 0.52% of Corepath Wealth Partners's portfolio in Q2 2026, its #19 holding.
  • Corepath Wealth Partners first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 1,719 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Corepath Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.