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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 		$4.03M Buy
685,368
+644,476
+1,576% +$184M 0.52% 31
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

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
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
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

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

Curated Wealth Partners increased its Apple (AAPL) stake by 1,576% in Q2 2026, buying an estimated $184M and bringing the position to 685,368 shares worth $4.03M. The position accounts for 0.52% of the portfolio, ranked #31.

Curated Wealth Partners first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $12.4M in Q3 2024. 1,933 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Curated Wealth Partners held 685,368 shares of Apple worth $4.03M as of Q2 2026.
  • Curated Wealth Partners bought 644,476 Apple shares in Q2 2026, an estimated $184M.
  • Apple made up 0.52% of Curated Wealth Partners's portfolio in Q2 2026, its #31 holding.
  • Curated Wealth Partners first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • Curated Wealth Partners's Apple position peaked at $12.4M in Q3 2024.
  • 1,933 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.