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DNCA Finance’s Apple AAPL Stock Holding History

DNCA Finance’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 		$54.9M Buy
189,799
+25,299
+15% +$7.24M 2.66% 13
2026
Q1 		$41.7M Hold
164,500
– – 2.39% 13
2025
Q4 		$44.7M Hold
164,500
– – 2.59% 12
2025
Q3 		$41.9M Buy
164,500
+68,596
+72% +$15.5M 2.87% 12
2025
Q2 		$19.7M Sell
95,904
-38,896
-29% -$7.86M 1.5% 22
2025
Q1 		$29.9M Sell
134,800
-1
-0% -$232 2.49% 11
2024
Q4 		$33.8M Buy
134,801
+65,331
+94% +$15.4M 2.63% 9
2024
Q3 		$16.2M Buy
69,470
+26,720
+63% +$5.97M 1.39% 20
2024
Q2 		$9M Buy
+42,750
New +$7.97M 0.77% 44

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

DNCA Finance's AAPL Position: Q2 2026 in Review

DNCA Finance increased its Apple (AAPL) stake by 15% in Q2 2026, buying an estimated $7.24M and bringing the position to 189,799 shares worth $54.9M. The position accounts for 2.66% of the portfolio, ranked #13.

DNCA Finance first reported a position in AAPL in Q2 2024 and has held it in 9 quarters since. 6,124 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • DNCA Finance held 189,799 shares of Apple worth $54.9M as of Q2 2026.
  • DNCA Finance bought 25,299 Apple shares in Q2 2026, an estimated $7.24M.
  • Apple made up 2.66% of DNCA Finance's portfolio in Q2 2026, its #13 holding.
  • DNCA Finance first reported a position in Apple in Q2 2024 and has held it in 9 quarters since.
  • 6,124 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on DNCA Finance's 13F filing for Q2 2026, filed 13 Aug 2026.