Elevation Advisory Partners’s Apple AAPL Stock Holding History

Elevation Advisory Partners’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	$8.17M	Sell	25,015 -349	-1%	-$99.8K	8.36%	3
2026 Q1	$6.55M	Buy	+25,364	New	+$6.6M	6.11%	3

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Elevation Advisory Partners's AAPL Position: Q2 2026 in Review

Elevation Advisory Partners reduced its Apple (AAPL) stake by 1.4% in Q2 2026, selling an estimated $99.8K and leaving 25,015 shares worth $8.17M. The position accounts for 8.36% of the portfolio, ranked #3.

Elevation Advisory Partners first reported a position in AAPL in Q1 2026 and has held it in 2 quarters since. 6,082 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Elevation Advisory Partners held 25,015 shares of Apple worth $8.17M as of Q2 2026.
Elevation Advisory Partners sold 349 Apple shares in Q2 2026, an estimated $99.8K.
Apple made up 8.36% of Elevation Advisory Partners's portfolio in Q2 2026, its #3 holding.
Elevation Advisory Partners first reported a position in Apple in Q1 2026 and has held it in 2 quarters since.
6,082 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Elevation Advisory Partners's 13F filing for Q2 2026, filed 13 Aug 2026.