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Grey Fox Wealth Advisors’s Apple AAPL Stock Holding History

Grey Fox 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 		$9.31M Buy
32,185
+3,231
+11% +$924K 1.46% 14
2026
Q1 		$7.35M Buy
28,954
+403
+1% +$105K 1.42% 13
2025
Q4 		$7.76M Sell
28,551
-1,706
-6% -$458K 1.59% 12
2025
Q3 		$7.7M Buy
30,257
+417
+1% +$94.2K 1.57% 12
2025
Q2 		$6.12M Buy
29,840
+1,439
+5% +$291K 1.46% 13
2025
Q1 		$6.31M Buy
28,401
+485
+2% +$112K 1.68% 12
2024
Q4 		$6.99M Sell
27,916
-166
-0.6% -$39.1K 1.92% 9
2024
Q3 		$6.54M Buy
28,082
+1,637
+6% +$366K 1.82% 11
2024
Q2 		$5.57M Sell
26,445
-36
-0.1% -$6.71K 1.96% 9
2024
Q1 		$4.54M Sell
26,481
-438
-2% -$79.6K 1.71% 10
2023
Q4 		$5.18M Buy
26,919
+1,282
+5% +$237K 2.25% 9
2023
Q3 		$4.39M Buy
25,637
+9
+0% +$1.65K 2.2% 10
2023
Q2 		$4.97M Sell
25,628
-531
-2% -$92.5K 2.56% 10
2023
Q1 		$4.31M Buy
26,159
+2,462
+10% +$363K 2.55% 9
2022
Q4 		$3.08M Buy
+23,697
New +$3.39M 2.03% 12

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
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Grey Fox Wealth Advisors's AAPL Position: Q2 2026 in Review

Grey Fox Wealth Advisors increased its Apple (AAPL) stake by 11% in Q2 2026, buying an estimated $924K and bringing the position to 32,185 shares worth $9.31M. The position accounts for 1.46% of the portfolio, ranked #14.

Grey Fox Wealth Advisors first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 1,758 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Grey Fox Wealth Advisors held 32,185 shares of Apple worth $9.31M as of Q2 2026.
  • Grey Fox Wealth Advisors bought 3,231 Apple shares in Q2 2026, an estimated $924K.
  • Apple made up 1.46% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #14 holding.
  • Grey Fox Wealth Advisors first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 1,758 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.