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GoalFusion Wealth Management’s Apple AAPL Stock Holding History

GoalFusion Wealth Management’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 		$1.74M Buy
6,014
+1,811
+43% +$518K 0.7% 15
2026
Q1 		$1.07M Sell
4,203
-71
-2% -$18.5K 0.48% 14
2025
Q4 		$1.16M Sell
4,274
-2
-0% -$537 0.54% 14
2025
Q3 		$1.09M Sell
4,276
-1,460
-25% -$330K 0.52% 14
2025
Q2 		$1.18M Buy
+5,736
New +$1.16M 0.6% 13
2025
Q1 		– Sell
-5,857
Closed -$1.47M – 25
2024
Q4 		$1.47M Sell
5,857
-285
-5% -$67.2K 0.8% 13
2024
Q3 		$1.43M Hold
6,142
– – 0.79% 13
2024
Q2 		$1.29M Sell
6,142
-74
-1% -$13.8K 0.8% 13
2024
Q1 		$1.07M Buy
6,216
+34
+0.5% +$6.18K 0.68% 14
2023
Q4 		$1.19M Buy
6,182
+83
+1% +$15.3K 0.81% 14
2023
Q3 		$1.04M Sell
6,099
-4
-0.1% -$734 0.78% 14
2023
Q2 		$1.18M Hold
6,103
– – 0.87% 14
2023
Q1 		$1.01M Sell
6,103
-553
-8% -$81.6K 0.79% 14
2022
Q4 		$960K Buy
+6,656
New +$951K 0.77% 11
2022
Q2 		– Sell
-1,154
Closed -$200K – 19
2022
Q1 		$200K Sell
1,154
-1,046
-48% -$176K 0.17% 19
2021
Q4 		$268K Buy
+2,200
New +$348K 0.26% 11

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
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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

GoalFusion Wealth Management's AAPL Position: Q2 2026 in Review

GoalFusion Wealth Management increased its Apple (AAPL) stake by 43% in Q2 2026, buying an estimated $518K and bringing the position to 6,014 shares worth $1.74M. The position accounts for 0.7% of the portfolio, ranked #15.

GoalFusion Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 16 quarters since. 1,328 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • GoalFusion Wealth Management held 6,014 shares of Apple worth $1.74M as of Q2 2026.
  • GoalFusion Wealth Management bought 1,811 Apple shares in Q2 2026, an estimated $518K.
  • Apple made up 0.7% of GoalFusion Wealth Management's portfolio in Q2 2026, its #15 holding.
  • GoalFusion Wealth Management first reported a position in Apple in Q4 2021 and has held it in 16 quarters since.
  • 1,328 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on GoalFusion Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.