Elevation Wealth Partners’s Apple AAPL Stock Holding History

Elevation Wealth 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	$8.12M	Sell	28,069 -66	-0.2%	-$18.9K	2.43%	8
2026 Q1	$7.14M	Sell	28,135 -2,326	-8%	-$605K	2.56%	8
2025 Q4	$8.28M	Sell	30,461 -2,583	-8%	-$693K	2.93%	7
2025 Q3	$8.41M	Buy	33,044 +3,923	+13%	+$886K	3.03%	7
2025 Q2	$5.97M	Sell	29,121 -510	-2%	-$103K	2.36%	8
2025 Q1	$6.59M	Sell	29,631 -1,490	-5%	-$345K	2.85%	7
2024 Q4	$7.79M	Sell	31,121 -420	-1%	-$99K	3.29%	7
2024 Q3	$7.35M	Sell	31,541 -232	-0.7%	-$51.8K	3.15%	8
2024 Q2	$6.69M	Sell	31,773 -269	-0.8%	-$50.2K	3.17%	7
2024 Q1	$5.5M	Buy	32,042 +2,258	+8%	+$411K	2.75%	7
2023 Q4	$5.11M	Buy	29,784 +16,821	+130%	+$3.11M	3.06%	7
2023 Q3	$2.22M	Sell	12,963 -26	-0.2%	-$4.77K	1.92%	10
2023 Q2	$2.52M	Sell	12,989 -768	-6%	-$134K	2.12%	9
2023 Q1	$2.27M	Buy	+13,757	New	+$2.03M	2.08%	9

Other funds holding AAPL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Elevation Wealth Partners reduced its Apple (AAPL) stake by 0.23% in Q2 2026, selling an estimated $18.9K and leaving 28,069 shares worth $8.12M. The position accounts for 2.43% of the portfolio, ranked #8.

Elevation Wealth Partners first reported a position in AAPL in Q1 2023 and has held it in 14 quarters since. The position peaked at $8.41M in Q3 2025. 2,598 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Elevation Wealth Partners held 28,069 shares of Apple worth $8.12M as of Q2 2026.
Elevation Wealth Partners sold 66 Apple shares in Q2 2026, an estimated $18.9K.
Apple made up 2.43% of Elevation Wealth Partners's portfolio in Q2 2026, its #8 holding.
Elevation Wealth Partners first reported a position in Apple in Q1 2023 and has held it in 14 quarters since.
Elevation Wealth Partners's Apple position peaked at $8.41M in Q3 2025.
2,598 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.