Dakota Wealth Management’s Apple AAPL Stock Holding History

Dakota Wealth Management’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
2020 Q3	–	Sell	-3,200	Closed	-$292K	–	293
2020 Q2	$292K	Buy	+3,200	New	+$248K	0.05%	223

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dakota Wealth Management's AAPL Position: Q2 2026 in Review

Dakota Wealth Management increased its Apple (AAPL) stake by 0.57% in Q2 2026, buying an estimated $1M and bringing the position to 617,780 shares worth $179M. The position accounts for 3.41% of the portfolio, ranked #2.

Dakota Wealth Management first reported a position in AAPL in Q4 2014 and has held it in 47 quarters since. 6,135 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Dakota Wealth Management held 617,780 shares of Apple worth $179M as of Q2 2026.
Dakota Wealth Management bought 3,499 Apple shares in Q2 2026, an estimated $1M.
Apple made up 3.41% of Dakota Wealth Management's portfolio in Q2 2026, its #2 holding.
Dakota Wealth Management first reported a position in Apple in Q4 2014 and has held it in 47 quarters since.
6,135 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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