Great Point Wealth Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.05M | Buy |
17,436
+176
| +1% | +$50.3K | 0.81% | 23 |
|
|
2026
Q1 | $4.38M | Sell |
17,260
-71
| -0.4% | -$18.5K | 0.81% | 22 |
|
|
2025
Q4 | $4.71M | Buy |
17,331
+13
| +0.1% | +$3.49K | 0.86% | 23 |
|
|
2025
Q3 | $4.41M | Buy |
+17,318
| New | +$3.91M | 0.83% | 23 |
|
|
2025
Q1 | $4.12M | Sell |
18,539
-1,260
| -6% | -$292K | 0.89% | 22 |
|
|
2024
Q4 | $4.96M | Buy |
19,799
+78
| +0.4% | +$18.4K | 1.08% | 21 |
|
|
2024
Q3 | $4.6M | Buy |
19,721
+763
| +4% | +$170K | 0.98% | 22 |
|
|
2024
Q2 | $3.99M | Sell |
18,958
-141
| -0.7% | -$26.3K | 0.91% | 23 |
|
|
2024
Q1 | $3.28M | Buy |
19,099
+420
| +2% | +$76.4K | 0.76% | 25 |
|
|
2023
Q4 | $3.6M | Sell |
18,679
-468
| -2% | -$86.4K | 0.94% | 27 |
|
|
2023
Q3 | $3.28M | Sell |
19,147
-125
| -0.6% | -$22.9K | 0.98% | 28 |
|
|
2023
Q2 | $3.74M | Buy |
19,272
+931
| +5% | +$162K | 1.12% | 28 |
|
|
2023
Q1 | $3.02M | Sell |
18,341
-26
| -0.1% | -$3.84K | 0.96% | 29 |
|
|
2022
Q4 | $2.39M | Buy |
18,367
+11
| +0.1% | +$1.57K | 0.8% | 31 |
|
|
2022
Q3 | $2.54M | Hold |
18,356
| – | – | 0.95% | 26 |
|
|
2022
Q2 | $2.51M | Buy |
18,356
+430
| +2% | +$65.1K | 0.89% | 27 |
|
|
2022
Q1 | $3.13M | Buy |
17,926
+1,810
| +11% | +$304K | 0.98% | 20 |
|
|
2021
Q4 | $2.86M | Sell |
16,116
-463
| -3% | -$73.2K | 0.88% | 22 |
|
|
2021
Q3 | $2.35M | Sell |
16,579
-57
| -0.3% | -$8.39K | 0.81% | 23 |
|
|
2021
Q2 | $2.28M | Buy |
16,636
+3,997
| +32% | +$518K | 0.79% | 23 |
|
|
2021
Q1 | $1.54M | Buy |
12,639
+440
| +4% | +$56.5K | 0.59% | 22 |
|
|
2020
Q4 | $1.62M | Buy |
12,199
+8,467
| +227% | +$1.02M | 0.69% | 24 |
|
|
2020
Q3 | $1.36M | Sell |
3,732
-11,196
| -75% | -$1.22M | 0.7% | 22 |
|
|
2020
Q2 | $1.36M | Buy |
14,928
+48
| +0.3% | +$3.72K | 0.7% | 22 |
|
|
2020
Q1 | $945K | Sell |
14,880
-1,304
| -8% | -$95.9K | 0.79% | 25 |
|
|
2019
Q4 | $1.19M | Buy |
16,184
+2,168
| +15% | +$139K | 0.73% | 21 |
|
|
2019
Q3 | $784K | Buy |
14,016
+1,244
| +10% | +$65K | 0.53% | 21 |
|
|
2019
Q2 | $632K | Buy |
12,772
+72
| +0.6% | +$3.51K | 0.51% | 25 |
|
|
2019
Q1 | $603K | Buy |
12,700
+36
| +0.3% | +$1.53K | 0.51% | 23 |
|
|
2018
Q4 | $500K | Buy |
+12,664
| New | +$614K | 0.47% | 25 |
|
Other funds holding AAPL
Great Point Wealth Advisors's AAPL Position: Q2 2026 in Review
Great Point Wealth Advisors increased its Apple (AAPL) stake by 1% in Q2 2026, buying an estimated $50.3K and bringing the position to 17,436 shares worth $5.05M. The position accounts for 0.81% of the portfolio, ranked #23.
Great Point Wealth Advisors first reported a position in AAPL in Q4 2018 and has held it in 30 quarters since. 6,121 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Great Point Wealth Advisors held 17,436 shares of Apple worth $5.05M as of Q2 2026.
- Great Point Wealth Advisors bought 176 Apple shares in Q2 2026, an estimated $50.3K.
- Apple made up 0.81% of Great Point Wealth Advisors's portfolio in Q2 2026, its #23 holding.
- Great Point Wealth Advisors first reported a position in Apple in Q4 2018 and has held it in 30 quarters since.
- 6,121 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Great Point Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.