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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
Q2 		$9.96M Buy
34,432
+12,574
+58% +$3.6M 2.42% 8
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
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 $3.38T AUM 44.17% 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

Elevatus Welath Management's AAPL Position: Q2 2026 in Review

Elevatus Welath Management increased its Apple (AAPL) stake by 58% in Q2 2026, buying an estimated $3.6M and bringing the position to 34,432 shares worth $9.96M. The position accounts for 2.42% of the portfolio, ranked #8.

Elevatus Welath Management first reported a position in AAPL in Q2 2023 and has held it in 13 quarters since. The position peaked at $12.2M in Q4 2023. 6,151 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Elevatus Welath Management held 34,432 shares of Apple worth $9.96M as of Q2 2026.
  • Elevatus Welath Management bought 12,574 Apple shares in Q2 2026, an estimated $3.6M.
  • Apple made up 2.42% of Elevatus Welath Management's portfolio in Q2 2026, its #8 holding.
  • Elevatus Welath Management first reported a position in Apple in Q2 2023 and has held it in 13 quarters since.
  • Elevatus Welath Management's Apple position peaked at $12.2M in Q4 2023.
  • 6,151 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.