Dynamic Advisor Solutions’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
$3.33M Hold
11,500
0.09% 228
2026
Q1
$45.3K Buy
+11,500
New +$2.99M ﹤0.01% 955
2025
Q3
Sell
-11,500
Closed -$84.4K 933
2025
Q2
$84.4K Hold
11,500
﹤0.01% 888
2025
Q1
$12.9K Sell
11,500
-6,000
-34% -$1.39M ﹤0.01% 843
2024
Q4
$11.8K Buy
+17,500
New +$4.12M ﹤0.01% 649
2024
Q2
Sell
-17,500
Closed -$204K 946
2024
Q1
$204K Buy
17,500
+6,000
+52% +$1.09M 0.01% 865
2023
Q4
$120K Buy
+11,500
New +$2.12M ﹤0.01% 860
2021
Q2
Sell
-2,500
Closed -$15K 757
2021
Q1
$15K Buy
+2,500
New +$321K ﹤0.01% 661
2020
Q4
Sell
-1,000
Closed -$7K 680
2020
Q3
$7K Buy
+1,000
New +$109K ﹤0.01% 594
2020
Q2
Sell
-3,200
Closed -$35K 551
2020
Q1
$35K Buy
+3,200
New +$235K 0.01% 468

Other funds holding AAPL

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.