Great Oak Capital Partners’s Apple AAPL Stock Holding History

Great Oak Capital Partners’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	$1.71M	Sell	5,381 -101	-2%	-$28.9K	0.37%	18
2026 Q1	$1.42M	Sell	5,482 -18	-0.3%	-$4.68K	0.33%	19
2025 Q4	$1.49M	Hold	5,500	–	–	0.37%	19
2025 Q3	$1.4M	Buy	5,500 +523	+11%	+$118K	0.37%	18
2025 Q2	$1.05M	Sell	4,977 -8	-0.2%	-$1.62K	0.3%	21
2025 Q1	$1.17M	Hold	4,985	–	–	0.39%	17
2024 Q4	$1.17M	Buy	4,985 +7	+0.1%	+$1.65K	0.39%	17
2024 Q3	$1.13M	Buy	4,978 +70	+1%	+$15.6K	0.39%	18
2024 Q2	$1.06M	Buy	4,908 +7	+0.1%	+$1.3K	0.4%	19
2024 Q1	$840K	Sell	4,901 -19	-0.4%	-$3.46K	0.37%	19
2023 Q4	$947K	Buy	+4,920	New	+$908K	0.51%	18

Other funds holding AAPL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

PensionDanmark Copenhagen O, Denmark $12B AUM

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Great Oak Capital Partners's AAPL Position: Q2 2026 in Review

Great Oak Capital Partners reduced its Apple (AAPL) stake by 1.8% in Q2 2026, selling an estimated $28.9K and leaving 5,381 shares worth $1.71M. The position accounts for 0.37% of the portfolio, ranked #18.

Great Oak Capital Partners first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 1,172 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Great Oak Capital Partners held 5,381 shares of Apple worth $1.71M as of Q2 2026.
Great Oak Capital Partners sold 101 Apple shares in Q2 2026, an estimated $28.9K.
Apple made up 0.37% of Great Oak Capital Partners's portfolio in Q2 2026, its #18 holding.
Great Oak Capital Partners first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
1,172 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Great Oak Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.