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Cottonwood Capital Advisors’s Apple AAPL Stock Holding History

Cottonwood 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 		$1.83M Sell
6,314
-7
-0.1% -$2K 1.1% 21
2026
Q1 		$1.6M Hold
6,321
– – 1.13% 23
2025
Q4 		$1.72M Sell
6,321
-22
-0.3% -$5.91K 1.23% 24
2025
Q3 		$1.61M Sell
6,343
-4,325
-41% -$977K 1.18% 24
2025
Q2 		$2.19M Sell
10,668
-554
-5% -$112K 1.47% 19
2025
Q1 		$2.49M Sell
11,222
-663
-6% -$154K 1.83% 16
2024
Q4 		$2.98M Sell
11,885
-27
-0.2% -$6.36K 2.13% 14
2024
Q3 		$2.78M Sell
11,912
-300
-2% -$67K 2.04% 14
2024
Q2 		$2.79M Sell
12,212
-590
-5% -$110K 2.18% 13
2024
Q1 		$2.21M Sell
12,802
-1,009
-7% -$183K 1.75% 18
2023
Q4 		$2.66M Buy
13,811
+2,532
+22% +$468K 2.19% 14
2023
Q3 		$1.93M Sell
11,279
-1,160
-9% -$213K 1.8% 17
2023
Q2 		$2.41M Sell
12,439
-112
-0.9% -$19.5K 2.21% 15
2023
Q1 		$2.07M Sell
12,551
-1,752
-12% -$259K 1.91% 16
2022
Q4 		$1.86M Sell
14,303
-114
-0.8% -$16.3K 1.66% 18
2022
Q3 		$1.99M Buy
14,417
+282
+2% +$44.3K 1.9% 18
2022
Q2 		$1.93M Buy
14,135
+708
+5% +$107K 1.75% 18
2022
Q1 		$2.35M Sell
13,427
-357
-3% -$60K 1.86% 19
2021
Q4 		$2.45M Buy
+13,784
New +$2.18M 1.89% 17

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
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
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

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

Cottonwood Capital Advisors reduced its Apple (AAPL) stake by 0.11% in Q2 2026, selling an estimated $2K and leaving 6,314 shares worth $1.83M. The position accounts for 1.1% of the portfolio, ranked #21.

Cottonwood Capital Advisors first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.98M in Q4 2024. 2,936 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Cottonwood Capital Advisors held 6,314 shares of Apple worth $1.83M as of Q2 2026.
  • Cottonwood Capital Advisors sold 7 Apple shares in Q2 2026, an estimated $2K.
  • Apple made up 1.1% of Cottonwood Capital Advisors's portfolio in Q2 2026, its #21 holding.
  • Cottonwood Capital Advisors first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • Cottonwood Capital Advisors's Apple position peaked at $2.98M in Q4 2024.
  • 2,936 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Cottonwood Capital Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.