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Enzi Wealth’s Apple AAPL Stock Holding History

Enzi Wealth’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 		$4.33M Sell
13,756
-1,165
-8% -$333K 1.37% 12
2026
Q1 		$3.79M Buy
14,921
+600
+4% +$156K 1.31% 12
2025
Q4 		$3.72M Sell
14,321
-35
-0.2% -$9.4K 1.31% 13
2025
Q3 		$3.55M Sell
14,356
-600
-4% -$136K 1.25% 18
2025
Q2 		$3.16M Buy
14,956
+25
+0.2% +$5.05K 1.16% 18
2025
Q1 		$3.11M Sell
14,931
-519
-3% -$120K 1.26% 17
2024
Q4 		$3.46M Buy
15,450
+70
+0.5% +$16.5K 1.32% 17
2024
Q3 		$3.56M Buy
15,380
+7,873
+105% +$1.76M 1.39% 17
2024
Q2 		$1.7M Sell
7,507
-69
-0.9% -$12.9K 0.75% 20
2024
Q1 		$1.31M Sell
7,576
-138
-2% -$25.1K 0.61% 20
2023
Q4 		$1.43M Sell
7,714
-1,360
-15% -$251K 0.69% 19
2023
Q3 		$1.62M Buy
9,074
+20
+0.2% +$3.67K 0.86% 16
2023
Q2 		$1.73M Buy
9,054
+382
+4% +$66.6K 0.88% 15
2023
Q1 		$1.43M Sell
8,672
-954
-10% -$141K 0.74% 16
2022
Q4 		$1.37M Buy
9,626
+2
+0% +$286 0.66% 29
2022
Q3 		$1.44M Buy
+9,624
New +$1.51M 0.71% 25

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Enzi Wealth's AAPL Position: Q2 2026 in Review

Enzi Wealth reduced its Apple (AAPL) stake by 7.8% in Q2 2026, selling an estimated $333K and leaving 13,756 shares worth $4.33M. The position accounts for 1.37% of the portfolio, ranked #12.

Enzi Wealth first reported a position in AAPL in Q3 2022 and has held it in 16 quarters since. 1,397 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Enzi Wealth held 13,756 shares of Apple worth $4.33M as of Q2 2026.
  • Enzi Wealth sold 1,165 Apple shares in Q2 2026, an estimated $333K.
  • Apple made up 1.37% of Enzi Wealth's portfolio in Q2 2026, its #12 holding.
  • Enzi Wealth first reported a position in Apple in Q3 2022 and has held it in 16 quarters since.
  • 1,397 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Enzi Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.