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Dynamic Advisor Solutions’s Apple AAPL Stock Holding History

Dynamic Advisor Solutions’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 		$113M Buy
390,317
+526
+0.1% +$150K 3.2% 1
2026
Q1 		$98.9M Buy
389,791
+5,044
+1% +$1.31M 3.12% 1
2025
Q4 		$102M Sell
384,747
-68,473
-15% -$18.4M 3.26% 1
2025
Q3 		$113M Buy
453,220
+10,051
+2% +$2.27M 3.27% 1
2025
Q2 		$90.9M Sell
443,169
-6,919
-2% -$1.4M 2.81% 1
2025
Q1 		$100M Buy
450,088
+839
+0.2% +$194K 3.29% 1
2024
Q4 		$113M Sell
449,249
-38,781
-8% -$9.14M 4.87% 1
2024
Q3 		$110M Buy
488,030
+3,621
+0.7% +$809K 3.29% 1
2024
Q2 		$98.4M Buy
484,409
+11,800
+2% +$2.2M 3.1% 1
2024
Q1 		$81M Buy
472,609
+5,016
+1% +$912K 2.74% 1
2023
Q4 		$84.7M Buy
467,593
+43,892
+10% +$8.1M 3.16% 1
2023
Q3 		$72.5M Buy
423,701
+45,270
+12% +$8.3M 3.43% 1
2023
Q2 		$73.4M Buy
378,431
+3,349
+0.9% +$584K 3.81% 1
2023
Q1 		$61.9M Sell
375,082
-9,064
-2% -$1.34M 3.62% 1
2022
Q4 		$49.9M Buy
384,146
+56,497
+17% +$8.07M 3.41% 1
2022
Q3 		$45.3M Sell
327,649
-11,552
-3% -$1.81M 3.45% 1
2022
Q2 		$46.4M Sell
339,201
-1,289
-0.4% -$195K 3.56% 1
2022
Q1 		$59.5M Buy
340,490
+20,575
+6% +$3.46M 4.14% 1
2021
Q4 		$56.8M Sell
319,915
-17,321
-5% -$2.74M 4.06% 1
2021
Q3 		$47.7M Buy
337,236
+21,606
+7% +$3.18M 3.59% 1
2021
Q2 		$43.2M Buy
315,630
+15,889
+5% +$2.06M 3.42% 1
2021
Q1 		$36.6M Sell
299,741
-19,036
-6% -$2.44M 3.4% 1
2020
Q4 		$42.3M Sell
318,777
-320
-0.1% -$38.5K 3.96% 1
2020
Q3 		$37M Buy
319,097
+13,669
+4% +$1.49M 4.19% 1
2020
Q2 		$27.9M Buy
305,428
+5,168
+2% +$400K 3.76% 1
2020
Q1 		$19.1M Buy
300,260
+23,572
+9% +$1.73M 3.48% 2
2019
Q4 		$20.3M Sell
276,688
-12,100
-4% -$778K 2.77% 1
2019
Q3 		$16.2M Sell
288,788
-5,972
-2% -$312K 2.51% 1
2019
Q2 		$14.6M Buy
294,760
+42,364
+17% +$2.06M 2.34% 3
2019
Q1 		$12M Buy
252,396
+24,420
+11% +$1.04M 2.26% 5
2018
Q4 		$8.99M Sell
227,976
-10,012
-4% -$485K 1.91% 7
2018
Q3 		$13.4M Buy
237,988
+10,600
+5% +$552K 2.79% 1
2018
Q2 		$10.5M Buy
227,388
+27,888
+14% +$1.26M 2.39% 1
2018
Q1 		$8.37M Buy
199,500
+112,084
+128% +$4.83M 2.15% 4
2017
Q4 		$3.7M Sell
87,416
-4,196
-5% -$175K 1.21% 19
2017
Q3 		$3.53M Buy
91,612
+12,176
+15% +$472K 1.4% 17
2017
Q2 		$2.86M Buy
79,436
+456
+0.6% +$16.9K 1.11% 21
2017
Q1 		$2.84M Sell
78,980
-14,188
-15% -$467K 1.11% 23
2016
Q4 		$2.7M Buy
93,168
+14,196
+18% +$402K 1.08% 26
2016
Q3 		$2.23M Buy
78,972
+8,680
+12% +$230K 0.85% 29
2016
Q2 		$1.68M Sell
70,292
-1,684
-2% -$41.9K 0.68% 46
2016
Q1 		$1.96M Sell
71,976
-592
-0.8% -$14.8K 0.83% 36
2015
Q4 		$1.91M Buy
72,568
+5,132
+8% +$147K 0.79% 36
2015
Q3 		$1.86M Buy
67,436
+7,600
+13% +$223K 0.94% 32
2015
Q2 		$1.88M Buy
59,836
+4,864
+9% +$156K 1.1% 28
2015
Q1 		$1.71M Buy
54,972
+6,712
+14% +$203K 0.86% 32
2014
Q4 		$1.33M Sell
48,260
-45,580
-49% -$1.24M 0.71% 39
2014
Q3 		$2.35M Sell
93,840
-39,580
-30% -$971K 1.28% 17
2014
Q2 		$3.1M Buy
133,420
+66,276
+99% +$1.41M 1.86% 5
2014
Q1 		$1.29M Sell
67,144
-9,576
-12% -$182K 0.88% 30
2013
Q4 		$1.54M Buy
+76,720
New +$1.45M 1.14% 21

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B 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 $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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

Dynamic Advisor Solutions's AAPL Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Apple (AAPL) stake by 0.13% in Q2 2026, buying an estimated $150K and bringing the position to 390,317 shares worth $113M. The position accounts for 3.2% of the portfolio, ranked #1.

Dynamic Advisor Solutions first reported a position in AAPL in Q4 2013 and has held it in 51 quarters since. 1,172 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Dynamic Advisor Solutions held 390,317 shares of Apple worth $113M as of Q2 2026.
  • Dynamic Advisor Solutions bought 526 Apple shares in Q2 2026, an estimated $150K.
  • Apple made up 3.2% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #1 holding.
  • Dynamic Advisor Solutions first reported a position in Apple in Q4 2013 and has held it in 51 quarters since.
  • 1,172 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.