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Evolution Wealth Advisors’s Apple AAPL Stock Holding History

Evolution 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 		$9.53M Sell
32,952
-907,458
-96% -$260M 1.12% 18
2026
Q1 		$239M Buy
940,410
+2,058
+0.2% +$536K 24.32% 1
2025
Q4 		$255M Buy
938,352
+888,828
+1,795% +$239M 25.71% 1
2025
Q3 		$12.6M Sell
49,524
-667
-1% -$151K 1.69% 13
2025
Q2 		$10.3M Sell
50,191
-1,243
-2% -$251K 1.51% 16
2025
Q1 		$11.4M Buy
51,434
+16,345
+47% +$3.79M 1.91% 9
2024
Q4 		$8.79M Buy
35,089
+3,998
+13% +$942K 1.47% 17
2024
Q3 		$7.23M Sell
31,091
-18
-0.1% -$4.02K 1.3% 18
2024
Q2 		$6.56M Buy
31,109
+4,295
+16% +$801K 1.28% 19
2024
Q1 		$4.6M Sell
26,814
-1,445
-5% -$263K 0.88% 24
2023
Q4 		$5.44M Buy
28,259
+484
+2% +$89.4K 1.09% 24
2023
Q3 		$4.76M Sell
27,775
-3,476
-11% -$637K 1.06% 26
2023
Q2 		$6.06M Sell
31,251
-1,155
-4% -$201K 1.34% 21
2023
Q1 		$5.34M Buy
32,406
+1,858
+6% +$274K 1.28% 22
2022
Q4 		$3.97M Buy
30,548
+2,117
+7% +$303K 1% 29
2022
Q3 		$3.93M Sell
28,431
-5,914
-17% -$928K 1.08% 24
2022
Q2 		$4.71M Sell
34,345
-242
-0.7% -$36.6K 1.19% 22
2022
Q1 		$6.06M Buy
34,587
+2,742
+9% +$461K 1.24% 18
2021
Q4 		$5.66K Buy
31,845
+1,138
+4% +$180K 0.85% 22
2021
Q3 		$4.34M Sell
30,707
-742
-2% -$109K 0.93% 23
2021
Q2 		$4.31M Sell
31,449
-2,732
-8% -$354K 0.88% 26
2021
Q1 		$4.17M Buy
34,181
+8,548
+33% +$1.1M 0.93% 26
2020
Q4 		$3.4M Sell
25,633
-6,962
-21% -$837K 0.77% 34
2020
Q3 		$3.77M Sell
32,595
-4,545
-12% -$496K 1.03% 27
2020
Q2 		$3.39M Buy
37,140
+4,440
+14% +$344K 1.11% 19
2020
Q1 		$2.08M Buy
32,700
+3,212
+11% +$236K 0.84% 30
2019
Q4 		$2.17M Buy
+29,488
New +$1.9M 0.54% 26
2019
Q3 		– Sell
-24,256
Closed -$1.2M – 477
2019
Q2 		$1.2M Buy
24,256
+7,744
+47% +$377K 0.52% 22
2019
Q1 		$784K Sell
16,512
-1,744
-10% -$74K 0.36% 34
2018
Q4 		$720K Buy
+18,256
New +$885K 0.33% 46

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Evolution Wealth Advisors reduced its Apple (AAPL) stake by 96% in Q2 2026, selling an estimated $260M and leaving 32,952 shares worth $9.53M. The position accounts for 1.12% of the portfolio, ranked #18.

Evolution Wealth Advisors first reported a position in AAPL in Q4 2018 and has held it in 30 quarters since. The position peaked at $255M in Q4 2025. 4,685 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Evolution Wealth Advisors held 32,952 shares of Apple worth $9.53M as of Q2 2026.
  • Evolution Wealth Advisors sold 907,458 Apple shares in Q2 2026, an estimated $260M.
  • Apple made up 1.12% of Evolution Wealth Advisors's portfolio in Q2 2026, its #18 holding.
  • Evolution Wealth Advisors first reported a position in Apple in Q4 2018 and has held it in 30 quarters since.
  • Evolution Wealth Advisors's Apple position peaked at $255M in Q4 2025.
  • 4,685 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.