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Cura Wealth Advisors’s Apple AAPL Stock Holding History

Cura Wealth 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 		$4.32M Buy
14,936
+342
+2% +$97.8K 1.84% 6
2026
Q1 		$3.7M Sell
14,594
-4,070
-22% -$1.06M 1.66% 9
2025
Q4 		$5.07M Buy
18,664
+2,907
+18% +$780K 1.92% 7
2025
Q3 		$4.01M Buy
15,757
+1,278
+9% +$289K 1.53% 11
2025
Q2 		$2.97M Sell
14,479
-2,794
-16% -$564K 1.19% 16
2025
Q1 		$3.84M Buy
17,273
+2,700
+19% +$626K 1.55% 12
2024
Q4 		$3.65M Buy
+14,573
New +$3.43M 1.61% 11

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

Cura Wealth Advisors's AAPL Position: Q2 2026 in Review

Cura Wealth Advisors increased its Apple (AAPL) stake by 2.3% in Q2 2026, buying an estimated $97.8K and bringing the position to 14,936 shares worth $4.32M. The position accounts for 1.84% of the portfolio, ranked #6.

Cura Wealth Advisors first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.07M in Q4 2025. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Cura Wealth Advisors held 14,936 shares of Apple worth $4.32M as of Q2 2026.
  • Cura Wealth Advisors bought 342 Apple shares in Q2 2026, an estimated $97.8K.
  • Apple made up 1.84% of Cura Wealth Advisors's portfolio in Q2 2026, its #6 holding.
  • Cura Wealth Advisors first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • Cura Wealth Advisors's Apple position peaked at $5.07M in Q4 2025.
  • 6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Cura Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.