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Ethos Capital Management’s Apple AAPL Stock Holding History

Ethos Capital Management’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 		$1.21M Sell
4,199
-36
-0.9% -$10.3K 0.87% 31
2026
Q1 		$1.07M Buy
4,235
+1,620
+62% +$422K 0.92% 44
2025
Q4 		$711K Buy
+2,615
New +$702K 0.67% 49

Other funds holding AAPL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ethos Capital Management's AAPL Position: Q2 2026 in Review

Ethos Capital Management reduced its Apple (AAPL) stake by 0.85% in Q2 2026, selling an estimated $10.3K and leaving 4,199 shares worth $1.21M. The position accounts for 0.87% of the portfolio, ranked #31.

Ethos Capital Management first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 3,676 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Ethos Capital Management held 4,199 shares of Apple worth $1.21M as of Q2 2026.
  • Ethos Capital Management sold 36 Apple shares in Q2 2026, an estimated $10.3K.
  • Apple made up 0.87% of Ethos Capital Management's portfolio in Q2 2026, its #31 holding.
  • Ethos Capital Management first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
  • 3,676 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Ethos Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.