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EverSource Wealth Advisors’s Apple AAPL Stock Holding History

EverSource Wealth 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 		$55.5M Sell
191,650
-63,139
-25% -$18.1M 1.87% 5
2026
Q1 		$64.7M Buy
254,789
+71,745
+39% +$18.7M 1.97% 6
2025
Q4 		$49.8M Buy
183,044
+1,419
+0.8% +$381K 1.83% 6
2025
Q3 		$46.2M Buy
181,625
+3,752
+2% +$848K 1.83% 5
2025
Q2 		$36.5M Sell
177,873
-24,023
-12% -$4.85M 1.65% 6
2025
Q1 		$44.8M Sell
201,896
-12,013
-6% -$2.78M 2.46% 4
2024
Q4 		$53.6M Buy
213,909
+9,962
+5% +$2.35M 3.01% 4
2024
Q3 		$47.5M Sell
203,947
-2,413
-1% -$539K 3.01% 4
2024
Q2 		$45.8M Buy
206,360
+16,756
+9% +$3.12M 3.04% 4
2024
Q1 		$32.3M Buy
189,604
+21,078
+13% +$3.83M 2.54% 4
2023
Q4 		$32.4M Buy
168,526
+3,570
+2% +$659K 2.97% 4
2023
Q3 		$28.2M Buy
164,956
+1,591
+1% +$292K 3% 3
2023
Q2 		$31.7M Buy
163,365
+26,753
+20% +$4.66M 3.49% 2
2023
Q1 		$22.5M Buy
136,612
+19,700
+17% +$2.91M 2.8% 2
2022
Q4 		$15.2M Buy
116,912
+18,436
+19% +$2.63M 2.3% 6
2022
Q3 		$13.6M Buy
98,476
+17,825
+22% +$2.8M 3.12% 3
2022
Q2 		$11M Buy
80,651
+6,032
+8% +$913K 2.84% 7
2022
Q1 		$13M Buy
74,619
+5,703
+8% +$959K 3.3% 6
2021
Q4 		$12.2M Buy
+68,916
New +$10.9M 3.43% 6

Other funds holding AAPL

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
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

EverSource Wealth Advisors's AAPL Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Apple (AAPL) stake by 25% in Q2 2026, selling an estimated $18.1M and leaving 191,650 shares worth $55.5M. The position accounts for 1.87% of the portfolio, ranked #5.

EverSource Wealth Advisors first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $64.7M in Q1 2026. 3,277 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • EverSource Wealth Advisors held 191,650 shares of Apple worth $55.5M as of Q2 2026.
  • EverSource Wealth Advisors sold 63,139 Apple shares in Q2 2026, an estimated $18.1M.
  • Apple made up 1.87% of EverSource Wealth Advisors's portfolio in Q2 2026, its #5 holding.
  • EverSource Wealth Advisors first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Apple position peaked at $64.7M in Q1 2026.
  • 3,277 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.