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Everpar Advisors’s Apple AAPL Stock Holding History

Everpar Advisors’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 		$14M Buy
48,301
+352
+0.7% +$101K 3.98% 3
2026
Q1 		$12.2M Buy
47,949
+6,174
+15% +$1.61M 4.19% 3
2025
Q4 		$11.4M Buy
41,775
+3,925
+10% +$1.05M 4.21% 3
2025
Q3 		$9.64M Buy
37,850
+4,253
+13% +$961K 3.81% 5
2025
Q2 		$6.89M Buy
33,597
+350
+1% +$70.7K 3.13% 5
2025
Q1 		$7.39M Buy
33,247
+131
+0.4% +$30.3K 3.92% 2
2024
Q4 		$8.29M Buy
33,116
+2,011
+6% +$474K 4.18% 1
2024
Q3 		$7.25M Sell
31,105
-14,316
-32% -$3.2M 3.75% 2
2024
Q2 		$9.57M Buy
45,421
+5,759
+15% +$1.07M 4.79% 1
2024
Q1 		$6.8M Sell
39,662
-5,989
-13% -$1.09M 4.14% 2
2023
Q4 		$8.79M Buy
+45,651
New +$8.43M 4.09% 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
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

Everpar Advisors's AAPL Position: Q2 2026 in Review

Everpar Advisors increased its Apple (AAPL) stake by 0.73% in Q2 2026, buying an estimated $101K and bringing the position to 48,301 shares worth $14M. The position accounts for 3.98% of the portfolio, ranked #3.

Everpar Advisors first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 1,172 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Everpar Advisors held 48,301 shares of Apple worth $14M as of Q2 2026.
  • Everpar Advisors bought 352 Apple shares in Q2 2026, an estimated $101K.
  • Apple made up 3.98% of Everpar Advisors's portfolio in Q2 2026, its #3 holding.
  • Everpar Advisors first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 1,172 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.