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DHK Financial Advisors’s Apple AAPL Stock Holding History

DHK Financial Advisors’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
2025
Q2 		$672K Sell
3,275
-21
-0.6% -$4.24K 0.39% 49
2025
Q1 		$732K Sell
3,296
-89
-3% -$20.6K 0.4% 45
2024
Q4 		$848K Hold
3,385
– – 0.51% 43
2024
Q3 		$789K Sell
3,385
-79
-2% -$17.6K 0.48% 39
2024
Q2 		$730K Buy
+3,464
New +$646K 0.51% 38

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

DHK Financial Advisors's AAPL Position: Q2 2025 in Review

DHK Financial Advisors reduced its Apple (AAPL) stake by 0.64% in Q2 2025, selling an estimated $4.24K and leaving 3,275 shares worth $672K. The position accounts for 0.39% of the portfolio, ranked #49.

DHK Financial Advisors first reported a position in AAPL in Q2 2024 and has held it in 5 quarters since. The position peaked at $848K in Q4 2024. 5,593 funds tracked by Wall St. Rank hold AAPL as of Q2 2025.

  • DHK Financial Advisors held 3,275 shares of Apple worth $672K as of Q2 2025.
  • DHK Financial Advisors sold 21 Apple shares in Q2 2025, an estimated $4.24K.
  • Apple made up 0.39% of DHK Financial Advisors's portfolio in Q2 2025, its #49 holding.
  • DHK Financial Advisors first reported a position in Apple in Q2 2024 and has held it in 5 quarters since.
  • DHK Financial Advisors's Apple position peaked at $848K in Q4 2024.
  • 5,593 funds tracked by Wall St. Rank held Apple as of Q2 2025.

Based on DHK Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.