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EnRich Financial Partners’s Apple AAPL Stock Holding History

EnRich Financial 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 		$1.85M Hold
6,394
– – 0.44% 22
2026
Q1 		$1.62M Sell
6,394
-64
-1% -$16.7K 0.43% 24
2025
Q4 		$1.76M Sell
6,458
-2,720
-30% -$730K 0.48% 21
2025
Q3 		$2.34M Sell
9,178
-32
-0.3% -$7.23K 0.67% 21
2025
Q2 		$1.89M Sell
9,210
-38
-0.4% -$7.67K 0.58% 21
2025
Q1 		$2.05M Sell
9,248
-107
-1% -$24.8K 0.69% 21
2024
Q4 		$2.34M Sell
9,355
-1
-0% -$236 0.78% 20
2024
Q3 		$2.18M Buy
9,356
+66
+0.7% +$14.7K 0.73% 20
2024
Q2 		$1.96M Buy
9,290
+35
+0.4% +$6.53K 0.72% 20
2024
Q1 		$1.59M Hold
9,255
– – 0.59% 21
2023
Q4 		$1.78M Buy
+9,255
New +$1.71M 0.74% 19

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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

EnRich Financial Partners's AAPL Position: Q2 2026 in Review

EnRich Financial Partners held its Apple (AAPL) position steady in Q2 2026 at 6,394 shares worth $1.85M. The position accounts for 0.44% of the portfolio, ranked #22.

EnRich Financial Partners first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.34M in Q4 2024. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • EnRich Financial Partners held 6,394 shares of Apple worth $1.85M as of Q2 2026.
  • EnRich Financial Partners left its Apple share count unchanged in Q2 2026.
  • Apple made up 0.44% of EnRich Financial Partners's portfolio in Q2 2026, its #22 holding.
  • EnRich Financial Partners first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • EnRich Financial Partners's Apple position peaked at $2.34M in Q4 2024.
  • 6,077 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on EnRich Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.