GenTrust’s Apple AAPL Stock Holding History

GenTrust’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 Q1	–	Sell	-31,800	Closed	-$417K	–	283
2025 Q4	$417K	Buy	+31,800	New	+$8.54M	0.02%	181
2021 Q1	–	Sell	-121,087	Closed	-$16.1M	–	127
2020 Q4	$16.1M	Buy	+121,087	New	+$14.6M	1.41%	21

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 $3.38T AUM 44.17% 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

GenTrust's AAPL Position: Q2 2026 in Review

GenTrust reduced its Apple (AAPL) stake by 13% in Q2 2026, selling an estimated $6.64M and leaving 156,565 shares worth $45.3M. The position accounts for 1.74% of the portfolio, ranked #15.

GenTrust first reported a position in AAPL in Q4 2016 and has held it in 38 quarters since. The position peaked at $46.1M in Q4 2025. 6,153 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

GenTrust held 156,565 shares of Apple worth $45.3M as of Q2 2026.
GenTrust sold 23,217 Apple shares in Q2 2026, an estimated $6.64M.
Apple made up 1.74% of GenTrust's portfolio in Q2 2026, its #15 holding.
GenTrust first reported a position in Apple in Q4 2016 and has held it in 38 quarters since.
GenTrust's Apple position peaked at $46.1M in Q4 2025.
6,153 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on GenTrust's 13F filing for Q2 2026, filed 6 Aug 2026.