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Dopkins Wealth Management’s Apple AAPL Stock Holding History

Dopkins Wealth Management’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 		$5.1M Sell
17,629
-238
-1% -$68.1K 1.85% 15
2026
Q1 		$4.53M Buy
17,867
+5,884
+49% +$1.53M 1.82% 15
2025
Q4 		$3.26M Sell
11,983
-1,007
-8% -$270K 1.33% 18
2025
Q3 		$3.31M Buy
12,990
+3
+0% +$678 1.4% 17
2025
Q2 		$2.66M Hold
12,987
– – 1.2% 20
2025
Q1 		$2.88M Buy
12,987
+28
+0.2% +$6.49K 1.47% 14
2024
Q4 		$3.25M Buy
12,959
+2,359
+22% +$556K 1.65% 13
2024
Q3 		$2.47M Sell
10,600
-4,661
-31% -$1.04M 1.99% 13
2024
Q2 		$3.21M Buy
15,261
+302
+2% +$56.3K 1.95% 12
2024
Q1 		$2.57M Buy
14,959
+5,219
+54% +$949K 1.54% 13
2023
Q4 		$1.88M Sell
9,740
-3,219
-25% -$594K 1.46% 13
2023
Q3 		$2.22M Buy
12,959
+3,219
+33% +$590K 1.68% 13
2023
Q2 		$1.89M Hold
9,740
– – 1.68% 13
2023
Q1 		$1.61M Buy
9,740
+28
+0.3% +$4.13K 1.5% 14
2022
Q4 		$1.26M Hold
9,712
– – 1.11% 16
2022
Q3 		$1.34M Buy
9,712
+25
+0.3% +$3.92K 1.5% 11
2022
Q2 		$1.32M Hold
9,687
– – 1.43% 11
2022
Q1 		$1.69M Sell
9,687
-420
-4% -$70.6K 1.84% 9
2021
Q4 		$1.79M Buy
+10,107
New +$1.6M 1.77% 10

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return