Financial Designs’s Apple AAPL Stock Holding History

Financial Designs’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	$874K	Sell	3,020 -41	-1%	-$11.7K	0.47%	18
2026 Q1	$777K	Buy	+3,061	New	+$797K	0.43%	20
2025 Q3	–	Sell	-3,560	Closed	-$730K	–	23
2025 Q2	$730K	Buy	+3,560	New	+$719K	0.45%	22
2023 Q4	–	Sell	-3,411	Closed	-$584K	–	10
2023 Q3	$584K	Buy	+3,411	New	+$626K	0.44%	14

Other funds holding AAPL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Financial Designs's AAPL Position: Q2 2026 in Review

Financial Designs reduced its Apple (AAPL) stake by 1.3% in Q2 2026, selling an estimated $11.7K and leaving 3,020 shares worth $874K. The position accounts for 0.47% of the portfolio, ranked #18.

Financial Designs first reported a position in AAPL in Q3 2023 and has held it in 4 quarters since. 3,103 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Financial Designs held 3,020 shares of Apple worth $874K as of Q2 2026.
Financial Designs sold 41 Apple shares in Q2 2026, an estimated $11.7K.
Apple made up 0.47% of Financial Designs's portfolio in Q2 2026, its #18 holding.
Financial Designs first reported a position in Apple in Q3 2023 and has held it in 4 quarters since.
3,103 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Financial Designs's 13F filing for Q2 2026, filed 10 Jul 2026.