Shah Wealth Advisors, LLC’s Apple AAPL Stock Holding History

Shah Wealth Advisors, LLC’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	$5.72M	Buy	+19,764	New	+$5.65M	1.32%	19

Other funds holding AAPL

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Shah Wealth Advisors, LLC's AAPL Position: Q2 2026 in Review

Shah Wealth Advisors, LLC opened a new position in Apple (AAPL) in Q2 2026: 19,764 shares worth $5.72M. The stake represents 1.32% of the portfolio and ranks #19 among its holdings.

4,313 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Shah Wealth Advisors, LLC held 19,764 shares of Apple worth $5.72M as of Q2 2026.
Apple was a new Shah Wealth Advisors, LLC position in Q2 2026.
Apple made up 1.32% of Shah Wealth Advisors, LLC's portfolio in Q2 2026, its #19 holding.
4,313 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Shah Wealth Advisors, LLC's 13F filing for Q2 2026, filed 7 Aug 2026.