EWA
AAPL icon

Elevate Wealth Advisory’s Apple AAPL Stock Holding History

Elevate Wealth Advisory’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 		$778K Buy
2,688
+155
+6% +$44.3K 0.44% 35
2026
Q1 		$643K Buy
2,533
+305
+14% +$79.4K 0.41% 37
2025
Q4 		$606K Buy
2,228
+144
+7% +$38.7K 0.41% 39
2025
Q3 		$531K Sell
2,084
-7,666
-79% -$1.73M 0.39% 38
2025
Q2 		$2M Sell
9,750
-654
-6% -$132K 1.42% 17
2025
Q1 		$2.31M Buy
10,404
+1,684
+19% +$390K 1.64% 16
2024
Q4 		$2.18M Buy
8,720
+376
+5% +$88.6K 1.64% 15
2024
Q3 		$1.94M Buy
8,344
+2
+0% +$447 1.44% 18
2024
Q2 		$1.76M Buy
8,342
+20
+0.2% +$3.73K 1.43% 19
2024
Q1 		$1.43M Sell
8,322
-482
-5% -$87.6K 1.24% 21
2023
Q4 		$1.7M Buy
+8,804
New +$1.63M 1.55% 19

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

Elevate Wealth Advisory's AAPL Position: Q2 2026 in Review

Elevate Wealth Advisory increased its Apple (AAPL) stake by 6.1% in Q2 2026, buying an estimated $44.3K and bringing the position to 2,688 shares worth $778K. The position accounts for 0.44% of the portfolio, ranked #35.

Elevate Wealth Advisory first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.31M in Q1 2025. 6,126 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Elevate Wealth Advisory held 2,688 shares of Apple worth $778K as of Q2 2026.
  • Elevate Wealth Advisory bought 155 Apple shares in Q2 2026, an estimated $44.3K.
  • Apple made up 0.44% of Elevate Wealth Advisory's portfolio in Q2 2026, its #35 holding.
  • Elevate Wealth Advisory first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • Elevate Wealth Advisory's Apple position peaked at $2.31M in Q1 2025.
  • 6,126 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.