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Curio Wealth’s Apple AAPL Stock Holding History

Curio Wealth’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 		$1.81M Sell
6,259
-98
-2% -$28K 0.56% 23
2026
Q1 		$1.61M Sell
6,357
-96
-1% -$25K 0.55% 23
2025
Q4 		$1.77M Buy
6,453
+1,201
+23% +$322K 0.63% 23
2025
Q3 		$1.34M Sell
5,252
-841
-14% -$190K 0.55% 24
2025
Q2 		$1.25M Buy
6,093
+6,076
+35,741% +$1.23M 0.55% 25
2025
Q1 		$1.62M Sell
17
-5,188
-100% -$1.2M 0.84% 22
2024
Q4 		$1.3M Buy
+5,205
New +$1.23M 0.7% 24

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

Curio Wealth's AAPL Position: Q2 2026 in Review

Curio Wealth reduced its Apple (AAPL) stake by 1.5% in Q2 2026, selling an estimated $28K and leaving 6,259 shares worth $1.81M. The position accounts for 0.56% of the portfolio, ranked #23.

Curio Wealth first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Curio Wealth held 6,259 shares of Apple worth $1.81M as of Q2 2026.
  • Curio Wealth sold 98 Apple shares in Q2 2026, an estimated $28K.
  • Apple made up 0.56% of Curio Wealth's portfolio in Q2 2026, its #23 holding.
  • Curio Wealth first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.