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Ehrlich Financial Group’s Apple AAPL Stock Holding History

Ehrlich Financial Group’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 		$1.82M Buy
6,284
+12
+0.2% +$3.43K 0.94% 31
2026
Q1 		$1.59M Sell
6,272
-3
-0% -$781 0.91% 33
2025
Q4 		$1.71M Buy
6,275
+1
+0% +$268 0.97% 29
2025
Q3 		$1.6M Sell
6,274
-145
-2% -$32.8K 0.95% 30
2025
Q2 		$1.32M Buy
6,419
+194
+3% +$39.2K 0.85% 35
2025
Q1 		$1.38M Buy
6,225
+7
+0.1% +$1.62K 1.01% 29
2024
Q4 		$1.56M Sell
6,218
-37
-0.6% -$8.72K 1.11% 25
2024
Q3 		$1.46M Buy
6,255
+14
+0.2% +$3.13K 1.04% 25
2024
Q2 		$1.31M Buy
6,241
+235
+4% +$43.8K 1.04% 24
2024
Q1 		$1.03M Buy
6,006
+102
+2% +$18.5K 0.87% 28
2023
Q4 		$1.14M Buy
+5,904
New +$1.09M 1.14% 26

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

Ehrlich Financial Group's AAPL Position: Q2 2026 in Review

Ehrlich Financial Group increased its Apple (AAPL) stake by 0.19% in Q2 2026, buying an estimated $3.43K and bringing the position to 6,284 shares worth $1.82M. The position accounts for 0.94% of the portfolio, ranked #31.

Ehrlich Financial Group first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Ehrlich Financial Group held 6,284 shares of Apple worth $1.82M as of Q2 2026.
  • Ehrlich Financial Group bought 12 Apple shares in Q2 2026, an estimated $3.43K.
  • Apple made up 0.94% of Ehrlich Financial Group's portfolio in Q2 2026, its #31 holding.
  • Ehrlich Financial Group first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.