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Gratus Wealth Advisors’s Apple AAPL Stock Holding History

Gratus 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 		$9.79M Sell
33,849
-88
-0.3% -$25.2K 1.25% 19
2026
Q1 		$8.61M Sell
33,937
-1,503
-4% -$391K 1.25% 18
2025
Q4 		$9.63M Sell
35,440
-182
-0.5% -$48.9K 1.34% 19
2025
Q3 		$9.07M Sell
35,622
-270
-0.8% -$61K 1.28% 18
2025
Q2 		$7.36M Buy
35,892
+120
+0.3% +$24.2K 1.12% 19
2025
Q1 		$7.95M Sell
35,772
-328
-0.9% -$76K 1.3% 17
2024
Q4 		$9.04M Sell
36,100
-729
-2% -$172K 1.45% 17
2024
Q3 		$8.16M Buy
36,829
+2,767
+8% +$618K 1.33% 18
2024
Q2 		$7.64M Sell
34,062
-1,202
-3% -$224K 1.32% 18
2024
Q1 		$5.89M Buy
35,264
+2,001
+6% +$364K 1.08% 19
2023
Q4 		$6.4M Buy
+33,263
New +$6.14M 1.26% 18

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Gratus Wealth Advisors's AAPL Position: Q2 2026 in Review

Gratus Wealth Advisors reduced its Apple (AAPL) stake by 0.26% in Q2 2026, selling an estimated $25.2K and leaving 33,849 shares worth $9.79M. The position accounts for 1.25% of the portfolio, ranked #19.

Gratus Wealth Advisors first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 2,936 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Gratus Wealth Advisors held 33,849 shares of Apple worth $9.79M as of Q2 2026.
  • Gratus Wealth Advisors sold 88 Apple shares in Q2 2026, an estimated $25.2K.
  • Apple made up 1.25% of Gratus Wealth Advisors's portfolio in Q2 2026, its #19 holding.
  • Gratus Wealth Advisors first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 2,936 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.