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Everhart Financial Group’s Apple AAPL Stock Holding History

Everhart Financial Group’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 		$57M Buy
197,086
+55,929
+40% +$16M 3.65% 8
2026
Q1 		$35.8M Buy
141,157
+17,149
+14% +$4.46M 3.05% 6
2025
Q4 		$33.7M Buy
124,008
+9,038
+8% +$2.43M 3.12% 5
2025
Q3 		$29.3M Buy
114,970
+404
+0.4% +$91.3K 2.93% 6
2025
Q2 		$23.5M Sell
114,566
-8,421
-7% -$1.7M 2.72% 7
2025
Q1 		$27.3M Buy
122,987
+14,259
+13% +$3.3M 3.74% 5
2024
Q4 		$27.2M Buy
108,728
+13,913
+15% +$3.28M 5.6% 2
2024
Q3 		$21.4M Buy
94,815
+10,979
+13% +$2.45M 4.75% 3
2024
Q2 		$17.1M Buy
83,836
+10,365
+14% +$1.93M 4.43% 4
2024
Q1 		$12.6M Buy
73,471
+8,437
+13% +$1.53M 3.67% 4
2023
Q4 		$12.5M Buy
65,034
+3,990
+7% +$737K 4.44% 2
2023
Q3 		$10.5M Sell
61,044
-5,455
-8% -$1M 4.43% 2
2023
Q2 		$11.3M Buy
66,499
+13,690
+26% +$2.39M 4.66% 2
2023
Q1 		$8.71M Buy
52,809
+15,349
+41% +$2.26M 3.91% 3
2022
Q4 		$4.87M Sell
37,460
-11,731
-24% -$1.68M 2.44% 9
2022
Q3 		$6.8M Buy
49,191
+12,786
+35% +$2.01M 3.76% 5
2022
Q2 		$4.98M Sell
36,405
-3,559
-9% -$539K 3.02% 5
2022
Q1 		$6.98M Buy
39,964
+7,357
+23% +$1.24M 4.03% 4
2021
Q4 		$5.79M Buy
32,607
+4,063
+14% +$642K 3.5% 6
2021
Q3 		$4.04M Buy
28,544
+2,781
+11% +$409K 2.77% 8
2021
Q2 		$3.53M Buy
25,763
+11,913
+86% +$1.54M 2.43% 10
2021
Q1 		$1.69M Sell
13,850
-216
-2% -$27.7K 1.48% 18
2020
Q4 		$1.87M Buy
+14,066
New +$1.69M 1.72% 16

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
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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Everhart Financial Group's AAPL Position: Q2 2026 in Review

Everhart Financial Group increased its Apple (AAPL) stake by 40% in Q2 2026, buying an estimated $16M and bringing the position to 197,086 shares worth $57M. The position accounts for 3.65% of the portfolio, ranked #8.

Everhart Financial Group first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 1,172 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Everhart Financial Group held 197,086 shares of Apple worth $57M as of Q2 2026.
  • Everhart Financial Group bought 55,929 Apple shares in Q2 2026, an estimated $16M.
  • Apple made up 3.65% of Everhart Financial Group's portfolio in Q2 2026, its #8 holding.
  • Everhart Financial Group first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 1,172 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.