Envestnet Portfolio Solutions’s Apple AAPL Stock Holding History

Envestnet Portfolio Solutions’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	$198M	Buy	683,492 +56,636	+9%	+$16.2M	0.95%	24
2026 Q1	$159M	Sell	626,856 -196,882	-24%	-$51.2M	0.88%	30
2025 Q4	$224M	Buy	823,738 +59,273	+8%	+$15.9M	0.79%	30
2025 Q3	$195M	Sell	764,465 -13,973	-2%	-$3.16M	0.72%	31
2025 Q2	$160M	Buy	778,438 +13,785	+2%	+$2.78M	0.59%	39
2025 Q1	$170M	Sell	764,653 -111,021	-13%	-$25.7M	0.65%	32
2024 Q4	$219M	Buy	875,674 +77,170	+10%	+$18.2M	0.72%	30
2024 Q3	$186M	Buy	798,504 +20,522	+3%	+$4.58M	0.6%	32
2024 Q2	$164M	Buy	777,982 +52,911	+7%	+$9.87M	0.57%	35
2024 Q1	$124M	Buy	725,071 +138,386	+24%	+$25.2M	0.47%	43
2023 Q4	$113M	Buy	586,685 +23,521	+4%	+$4.34M	0.47%	45
2023 Q3	$96.4M	Buy	+563,164	New	+$103M	0.46%	42

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Envestnet Portfolio Solutions's AAPL Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Apple (AAPL) stake by 9% in Q2 2026, buying an estimated $16.2M and bringing the position to 683,492 shares worth $198M. The position accounts for 0.95% of the portfolio, ranked #24.

Envestnet Portfolio Solutions first reported a position in AAPL in Q3 2023 and has held it in 12 quarters since. The position peaked at $224M in Q4 2025. 6,085 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Envestnet Portfolio Solutions held 683,492 shares of Apple worth $198M as of Q2 2026.
Envestnet Portfolio Solutions bought 56,636 Apple shares in Q2 2026, an estimated $16.2M.
Apple made up 0.95% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #24 holding.
Envestnet Portfolio Solutions first reported a position in Apple in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's Apple position peaked at $224M in Q4 2025.
6,085 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.