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Essential Investment Partners’s Apple AAPL Stock Holding History

Essential Investment 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 		$5.81M Sell
20,090
-1,217
-6% -$348K 4.67% 2
2026
Q1 		$5.41M Buy
21,307
+772
+4% +$201K 5.01% 1
2025
Q4 		$5.58M Buy
+20,535
New +$5.51M 5.25% 1

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

Essential Investment Partners's AAPL Position: Q2 2026 in Review

Essential Investment Partners reduced its Apple (AAPL) stake by 5.7% in Q2 2026, selling an estimated $348K and leaving 20,090 shares worth $5.81M. The position accounts for 4.67% of the portfolio, ranked #2.

Essential Investment Partners first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 1,719 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Essential Investment Partners held 20,090 shares of Apple worth $5.81M as of Q2 2026.
  • Essential Investment Partners sold 1,217 Apple shares in Q2 2026, an estimated $348K.
  • Apple made up 4.67% of Essential Investment Partners's portfolio in Q2 2026, its #2 holding.
  • Essential Investment Partners first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
  • 1,719 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.