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Great Point Wealth Advisors’s Apple AAPL Stock Holding History

Great Point 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 		$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

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

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. 2,165 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.
  • 2,165 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.