Fidato Wealth’s Apple AAPL Stock Holding History

Fidato Wealth’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	–	Sell	-832	Closed	-$211K	–	15
2026 Q1	$211K	Buy	832 +21	+3%	+$5.46K	0.14%	15
2025 Q4	$221K	Hold	811	–	–	0.14%	15
2025 Q3	$207K	Buy	+811	New	+$183K	0.14%	15
2025 Q2	–	Sell	-9,492	Closed	-$2.11M	–	12
2025 Q1	$2.11M	Sell	9,492 -1,703	-15%	-$395K	1.61%	6
2024 Q4	$2.8M	Buy	+11,195	New	+$2.64M	2.1%	6

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidato Wealth's AAPL Position: Q2 2026 in Review

Fidato Wealth sold out of Apple (AAPL) in Q2 2026, closing a stake of 832 shares — an estimated $211K sold.

Fidato Wealth first reported a position in AAPL in Q4 2024 and held it in 5 quarters. The position peaked at $2.8M in Q4 2024. 6,130 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Fidato Wealth reported no remaining Apple position as of Q2 2026 after selling out during the quarter.
Fidato Wealth sold 832 Apple shares in Q2 2026, an estimated $211K.
Fidato Wealth first reported a position in Apple in Q4 2024 and held it in 5 quarters.
Fidato Wealth's Apple position peaked at $2.8M in Q4 2024.
6,130 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Fidato Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.