Diversify Advisory Services’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$151M Buy
449,050
+316,760
+239% +$90.6M 2.53% 5
2026
Q1
$35.7M Sell
132,290
-222,356
-63% -$57.9M 5.46% 2
2025
Q4
$90.6M Buy
354,646
+23,605
+7% +$6.34M 2.87% 5
2025
Q3
$89.1M Buy
331,041
+34,918
+12% +$7.89M 2.99% 5
2025
Q2
$68M Buy
296,123
+61,817
+26% +$12.5M 2.6% 7
2025
Q1
$49.5M Sell
234,306
-24,517
-9% -$5.68M 3.09% 6
2024
Q4
$61.3M Sell
258,823
-29,526
-10% -$6.96M 3.38% 5
2024
Q3
$68M Sell
288,349
-418
-0.1% -$93.3K 3.66% 4
2024
Q2
$66M Buy
288,767
+10,951
+4% +$2.04M 3.62% 4
2024
Q1
$47.2M Buy
+277,816
New +$50.5M 2.78% 5

Other funds holding AAPL

Diversify Advisory Services's AAPL Position: Q2 2026 in Review

Diversify Advisory Services increased its Apple (AAPL) stake by 239% in Q2 2026, buying an estimated $90.6M and bringing the position to 449,050 shares worth $151M. The position accounts for 2.53% of the portfolio, ranked #5.

Diversify Advisory Services first reported a position in AAPL in Q1 2024 and has held it in 10 quarters since. 6,155 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Diversify Advisory Services held 449,050 shares of Apple worth $151M as of Q2 2026.
  • Diversify Advisory Services bought 316,760 Apple shares in Q2 2026, an estimated $90.6M.
  • Apple made up 2.53% of Diversify Advisory Services's portfolio in Q2 2026, its #5 holding.
  • Diversify Advisory Services first reported a position in Apple in Q1 2024 and has held it in 10 quarters since.
  • 6,155 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.