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Everhart Financial Group’s Aptiv APTV Stock Holding History

Everhart Financial Group’s Portfolio APTV Stock Details APTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$372K Sell
6,056
-1,346
-18% -$82.3K 0.02% 322
2026
Q1 		$514K Buy
7,402
+3,801
+106% +$293K 0.04% 269
2025
Q4 		$274K Buy
3,601
+167
+5% +$13.4K 0.03% 345
2025
Q3 		$296K Buy
+3,434
New +$259K 0.03% 315

Other funds holding APTV

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

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

Everhart Financial Group reduced its Aptiv (APTV) stake by 18% in Q2 2026, selling an estimated $82.3K and leaving 6,056 shares worth $372K. The position accounts for 0.02% of the portfolio, ranked #322.

Everhart Financial Group first reported a position in APTV in Q3 2025 and has held it in 4 quarters since. The position peaked at $514K in Q1 2026. 103 funds tracked by Wall St. Rank hold APTV as of Q2 2026.

  • Everhart Financial Group held 6,056 shares of Aptiv worth $372K as of Q2 2026.
  • Everhart Financial Group sold 1,346 Aptiv shares in Q2 2026, an estimated $82.3K.
  • Aptiv made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #322 holding.
  • Everhart Financial Group first reported a position in Aptiv in Q3 2025 and has held it in 4 quarters since.
  • Everhart Financial Group's Aptiv position peaked at $514K in Q1 2026.
  • 103 funds tracked by Wall St. Rank held Aptiv as of Q2 2026.

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