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DDFG Inc’s Apple AAPL Stock Holding History

DDFG Inc’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 		$6.71M Sell
23,189
-217
-0.9% -$62.1K 1.33% 23
2026
Q1 		$5.94M Sell
23,406
-302
-1% -$78.6K 1.28% 24
2025
Q4 		$6.45M Sell
23,708
-312
-1% -$83.8K 1.41% 20
2025
Q3 		$6.12M Sell
24,020
-150
-0.6% -$33.9K 1.41% 20
2025
Q2 		$4.96M Buy
24,170
+56
+0.2% +$11.3K 1.25% 22
2025
Q1 		$5.36M Sell
24,114
-302
-1% -$70K 1.48% 17
2024
Q4 		$6.11M Sell
24,416
-427
-2% -$101K 1.76% 16
2024
Q3 		$5.79M Sell
24,843
-2,171
-8% -$485K 1.65% 17
2024
Q2 		$5.69M Buy
27,014
+79
+0.3% +$14.7K 1.76% 15
2024
Q1 		$4.62M Sell
26,935
-63
-0.2% -$11.5K 1.47% 17
2023
Q4 		$5.2M Sell
26,998
-37
-0.1% -$6.83K 1.76% 15
2023
Q3 		$4.63M Sell
27,035
-195
-0.7% -$35.8K 1.71% 16
2023
Q2 		$5.28M Sell
27,230
-300
-1% -$52.3K 1.94% 15
2023
Q1 		$4.54M Buy
27,530
+2,017
+8% +$298K 1.76% 19
2022
Q4 		$3.31M Buy
+25,513
New +$3.65M 1.37% 21

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

DDFG Inc's AAPL Position: Q2 2026 in Review

DDFG Inc reduced its Apple (AAPL) stake by 0.93% in Q2 2026, selling an estimated $62.1K and leaving 23,189 shares worth $6.71M. The position accounts for 1.33% of the portfolio, ranked #23.

DDFG Inc first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 3,274 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • DDFG Inc held 23,189 shares of Apple worth $6.71M as of Q2 2026.
  • DDFG Inc sold 217 Apple shares in Q2 2026, an estimated $62.1K.
  • Apple made up 1.33% of DDFG Inc's portfolio in Q2 2026, its #23 holding.
  • DDFG Inc first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 3,274 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on DDFG Inc's 13F filing for Q2 2026, filed 28 Jul 2026.