Elevatus Welath Management’s Apple AAPL Stock Holding History

Elevatus Welath Management’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 Q1	$5.55M	Sell	21,858 -20,043	-48%	-$5.22M	2.91%	9
2025 Q4	$11.4M	Sell	41,901 -2,897	-6%	-$778K	3.11%	6
2025 Q3	$11.4M	Buy	44,798 +27,641	+161%	+$6.24M	3.29%	8
2025 Q2	$3.52M	Sell	17,157 -2,684	-14%	-$542K	1.17%	27
2025 Q1	$4.41M	Sell	19,841 -27,481	-58%	-$6.37M	2.5%	9
2024 Q4	$11.9M	Buy	47,322 +26,748	+130%	+$6.3M	4.05%	9
2024 Q3	$4.79M	Buy	20,574 +63	+0.3%	+$14.1K	1.57%	20
2024 Q2	$4.32M	Sell	20,511 -578	-3%	-$108K	1.62%	20
2024 Q1	$3.62M	Sell	21,089 -42,537	-67%	-$7.73M	1.43%	27
2023 Q4	$12.2M	Buy	63,626 +10,126	+19%	+$1.87M	5.57%	3
2023 Q3	$9.16M	Buy	53,500 +39,425	+280%	+$7.23M	8.28%	3
2023 Q2	$2.73M	Buy	+14,075	New	+$2.45M	1.89%	24

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return