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Elios Financial Group’s Apple AAPL Stock Holding History

Elios Financial Group’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
2025
Q2 		$3.6M Sell
17,528
-322
-2% -$65K 1.63% 16
2025
Q1 		$3.96M Buy
17,850
+445
+3% +$103K 1.96% 14
2024
Q4 		$4.36M Buy
17,405
+28
+0.2% +$6.6K 2.06% 15
2024
Q3 		$4.05M Buy
+17,377
New +$3.88M 1.87% 16

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Elios Financial Group's AAPL Position: Q2 2025 in Review

Elios Financial Group reduced its Apple (AAPL) stake by 1.8% in Q2 2025, selling an estimated $65K and leaving 17,528 shares worth $3.6M. The position accounts for 1.63% of the portfolio, ranked #16.

Elios Financial Group first reported a position in AAPL in Q3 2024 and has held it in 4 quarters since. The position peaked at $4.36M in Q4 2024. 5,593 funds tracked by Wall St. Rank hold AAPL as of Q2 2025.

  • Elios Financial Group held 17,528 shares of Apple worth $3.6M as of Q2 2025.
  • Elios Financial Group sold 322 Apple shares in Q2 2025, an estimated $65K.
  • Apple made up 1.63% of Elios Financial Group's portfolio in Q2 2025, its #16 holding.
  • Elios Financial Group first reported a position in Apple in Q3 2024 and has held it in 4 quarters since.
  • Elios Financial Group's Apple position peaked at $4.36M in Q4 2024.
  • 5,593 funds tracked by Wall St. Rank held Apple as of Q2 2025.

Based on Elios Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.