DiNuzzo Private Wealth’s Apple AAPL Stock Holding History

DiNuzzo Private 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	$3.3M	Sell	11,394 -257	-2%	-$73.5K	0.33%	27
2026 Q1	$2.96M	Sell	11,651 -514	-4%	-$134K	0.32%	27
2025 Q4	$3.31M	Sell	12,165 -710	-6%	-$191K	0.36%	27
2025 Q3	$2.99M	Sell	12,875 -281	-2%	-$63.5K	0.34%	27
2025 Q2	$2.7M	Buy	13,156 +859	+7%	+$173K	0.32%	27
2025 Q1	$2.73M	Sell	12,297 -521	-4%	-$121K	0.34%	28
2024 Q4	$3.21M	Buy	12,818 +102	+0.8%	+$24K	0.41%	26
2024 Q3	$2.96M	Buy	12,716 +8,452	+198%	+$1.89M	0.37%	26
2024 Q2	$898K	Buy	4,264 +230	+6%	+$42.9K	0.12%	33
2024 Q1	$692K	Sell	4,034 -6	-0.1%	-$1.09K	0.09%	36
2023 Q4	$778K	Buy	+4,040	New	+$746K	0.11%	33

Other funds holding AAPL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

DiNuzzo Private Wealth's AAPL Position: Q2 2026 in Review

DiNuzzo Private Wealth reduced its Apple (AAPL) stake by 2.2% in Q2 2026, selling an estimated $73.5K and leaving 11,394 shares worth $3.3M. The position accounts for 0.33% of the portfolio, ranked #27.

DiNuzzo Private Wealth first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.31M in Q4 2025. 2,580 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

DiNuzzo Private Wealth held 11,394 shares of Apple worth $3.3M as of Q2 2026.
DiNuzzo Private Wealth sold 257 Apple shares in Q2 2026, an estimated $73.5K.
Apple made up 0.33% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #27 holding.
DiNuzzo Private Wealth first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
DiNuzzo Private Wealth's Apple position peaked at $3.31M in Q4 2025.
2,580 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.