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Curated Wealth Partners’s Apple AAPL Stock Holding History

Curated 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 		$13.5M Buy
46,739
+5,847
+14% +$1.67M 1.57% 9
2026
Q1 		$10.4M Buy
40,892
+7,683
+23% +$2M 1.31% 10
2025
Q4 		$9.03M Sell
33,209
-11,527
-26% -$3.09M 0.98% 9
2025
Q3 		$11.4M Sell
44,736
-2,734
-6% -$618K 1.38% 9
2025
Q2 		$9.74M Buy
47,470
+732
+2% +$148K 1.14% 8
2025
Q1 		$10.4M Sell
46,738
-2,579
-5% -$597K 1.34% 7
2024
Q4 		$12.3M Sell
49,317
-3,696
-7% -$871K 1.41% 6
2024
Q3 		$12.4M Buy
53,013
+2,913
+6% +$651K 1.58% 6
2024
Q2 		$10.6M Buy
+50,100
New +$9.34M 1.47% 6
2024
Q1 		– Sell
-43,247
Closed -$7.86M – 139
2023
Q4 		$8.33M Sell
43,247
-1,819
-4% -$336K 1.36% 7
2023
Q3 		$7.72M Sell
45,066
-3
-0% -$550 1.41% 6
2023
Q2 		$8.74M Sell
45,069
-2
-0% -$349 1.7% 6
2023
Q1 		$7.43M Sell
45,071
-1,856
-4% -$274K 1.67% 6
2022
Q4 		$6.1M Sell
46,927
-9
-0% -$1.29K 1.48% 6
2022
Q3 		$6.49M Buy
46,936
+122
+0.3% +$19.1K 1.91% 4
2022
Q2 		$6.4M Buy
46,814
+1,848
+4% +$280K 1.88% 5
2022
Q1 		$7.99M Hold
44,966
– – 2.71% 4
2021
Q4 		$7.99M Hold
44,966
– – 2.58% 5
2021
Q3 		$6.36M Buy
44,966
+54
+0.1% +$7.95K 3.55% 5
2021
Q2 		$6.15M Sell
44,912
-248
-0.5% -$32.1K 3.35% 5
2021
Q1 		$5.52M Buy
45,160
+144
+0.3% +$18.5K 3.39% 5
2020
Q4 		$5.97M Buy
+45,016
New +$5.41M 3.87% 5

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

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

Curated Wealth Partners increased its Apple (AAPL) stake by 14% in Q2 2026, buying an estimated $1.67M and bringing the position to 46,739 shares worth $13.5M. The position accounts for 1.57% of the portfolio, ranked #9.

Curated Wealth Partners first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. 6,127 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Curated Wealth Partners held 46,739 shares of Apple worth $13.5M as of Q2 2026.
  • Curated Wealth Partners bought 5,847 Apple shares in Q2 2026, an estimated $1.67M.
  • Apple made up 1.57% of Curated Wealth Partners's portfolio in Q2 2026, its #9 holding.
  • Curated Wealth Partners first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • 6,127 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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