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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
2024
Q2 		– Sell
-43,366
Closed -$7.44M – 133
2024
Q1 		$7.44M Buy
+43,366
New +$7.89M 1.09% 6

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.