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Gradient Capital Advisors’s Apple AAPL Stock Holding History

Gradient Capital 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
2021
Q1 		– Sell
-400
Closed -$53K – 107
2020
Q4 		$53K Hold
400
– – 0.03% 102
2020
Q3 		$46K Hold
400
– – 0.03% 97
2020
Q2 		$36K Hold
400
– – 0.02% 96
2020
Q1 		$25K Buy
+400
New +$29.4K 0.02% 88

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

Gradient Capital Advisors's AAPL Position: Q2 2026 in Review

Gradient Capital Advisors reduced its Apple (AAPL) stake by 0.74% in Q2 2026, selling an estimated $151K and leaving 71,073 shares worth $20.6M. The position accounts for 4.76% of the portfolio, ranked #2.

Gradient Capital Advisors first reported a position in AAPL in Q4 2017 and has held it in 35 quarters since. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Gradient Capital Advisors held 71,073 shares of Apple worth $20.6M as of Q2 2026.
  • Gradient Capital Advisors sold 529 Apple shares in Q2 2026, an estimated $151K.
  • Apple made up 4.76% of Gradient Capital Advisors's portfolio in Q2 2026, its #2 holding.
  • Gradient Capital Advisors first reported a position in Apple in Q4 2017 and has held it in 35 quarters since.
  • 2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.