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Financial Synergies Wealth Advisors’s Apple AAPL Stock Holding History

Financial Synergies 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 		$12.5M Sell
43,243
-1,057
-2% -$302K 1.06% 17
2026
Q1 		$11.2M Buy
44,300
+21,488
+94% +$5.59M 1.07% 16
2025
Q4 		$6.2M Buy
22,812
+2,121
+10% +$569K 0.6% 23
2025
Q3 		$5.27M Sell
20,691
-1,046
-5% -$236K 0.53% 27
2025
Q2 		$4.46M Buy
21,737
+1,005
+5% +$203K 0.49% 27
2025
Q1 		$4.61M Sell
20,732
-40
-0.2% -$9.27K 0.56% 25
2024
Q4 		$5.2M Buy
20,772
+2,253
+12% +$531K 0.65% 21
2024
Q3 		$4.31M Buy
18,519
+13,054
+239% +$2.92M 0.54% 25
2024
Q2 		$1.15M Buy
5,465
+133
+2% +$24.8K 0.16% 40
2024
Q1 		$914K Sell
5,332
-2,114
-28% -$384K 0.12% 43
2023
Q4 		$967K Buy
7,446
+1,732
+30% +$320K 0.15% 41
2023
Q3 		$978K Buy
5,714
+2,422
+74% +$444K 0.14% 40
2023
Q2 		$639K Sell
3,292
-15
-0.5% -$2.61K 0.09% 45
2023
Q1 		$545K Sell
3,307
-4,139
-56% -$611K 0.08% 49
2022
Q4 		$967K Buy
7,446
+81
+1% +$11.6K 0.15% 41
2022
Q3 		$1.02M Sell
7,365
-14
-0.2% -$2.2K 0.18% 39
2022
Q2 		$1.01M Buy
7,379
+1,927
+35% +$292K 0.16% 39
2022
Q1 		$952K Sell
5,452
-931
-15% -$157K 0.15% 38
2021
Q4 		$1.13M Buy
6,383
+1,299
+26% +$205K 0.16% 35
2021
Q3 		$719K Buy
5,084
+568
+13% +$83.6K 0.1% 39
2021
Q2 		$619K Sell
4,516
-323
-7% -$41.9K 0.08% 39
2021
Q1 		$591K Buy
4,839
+904
+23% +$116K 0.09% 39
2020
Q4 		$522K Sell
3,935
-42
-1% -$5.05K 0.08% 37
2020
Q3 		$461K Sell
3,977
-3,735
-48% -$408K 0.12% 44
2020
Q2 		$703K Buy
7,712
+1,896
+33% +$147K 0.24% 29
2020
Q1 		$370K Buy
5,816
+1,440
+33% +$106K 0.21% 23
2019
Q4 		$321K Buy
+4,376
New +$282K 0.14% 25

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

Financial Synergies Wealth Advisors's AAPL Position: Q2 2026 in Review

Financial Synergies Wealth Advisors reduced its Apple (AAPL) stake by 2.4% in Q2 2026, selling an estimated $302K and leaving 43,243 shares worth $12.5M. The position accounts for 1.06% of the portfolio, ranked #17.

Financial Synergies Wealth Advisors first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Financial Synergies Wealth Advisors held 43,243 shares of Apple worth $12.5M as of Q2 2026.
  • Financial Synergies Wealth Advisors sold 1,057 Apple shares in Q2 2026, an estimated $302K.
  • Apple made up 1.06% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #17 holding.
  • Financial Synergies Wealth Advisors first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • 2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.