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Grunden Financial Advisory’s Apple AAPL Stock Holding History

Grunden Financial Advisory’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
2025
Q4 		$868K Sell
3,194
-1,049
-25% -$282K 0.34% 18
2025
Q3 		$1.08M Buy
4,243
+2
+0% +$452 0.44% 17
2025
Q2 		$870K Sell
4,241
-36
-0.8% -$7.27K 0.38% 18
2025
Q1 		$950K Sell
4,277
-45
-1% -$10.4K 0.46% 14
2024
Q4 		$1.08M Buy
4,322
+1,101
+34% +$259K 0.52% 14
2024
Q3 		$751K Buy
3,221
+3
+0.1% +$670 0.37% 14
2024
Q2 		$678K Buy
3,218
+106
+3% +$19.8K 0.35% 14
2024
Q1 		$534K Sell
3,112
-103
-3% -$18.7K 0.28% 14
2023
Q4 		$619K Buy
+3,215
New +$594K 0.35% 14

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Grunden Financial Advisory's AAPL Position: Q4 2025 in Review

Grunden Financial Advisory reduced its Apple (AAPL) stake by 25% in Q4 2025, selling an estimated $282K and leaving 3,194 shares worth $868K. The position accounts for 0.34% of the portfolio, ranked #18.

Grunden Financial Advisory first reported a position in AAPL in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.08M in Q4 2024. 6,111 funds tracked by Wall St. Rank hold AAPL as of Q4 2025.

  • Grunden Financial Advisory held 3,194 shares of Apple worth $868K as of Q4 2025.
  • Grunden Financial Advisory sold 1,049 Apple shares in Q4 2025, an estimated $282K.
  • Apple made up 0.34% of Grunden Financial Advisory's portfolio in Q4 2025, its #18 holding.
  • Grunden Financial Advisory first reported a position in Apple in Q4 2023 and has held it in 9 quarters since.
  • Grunden Financial Advisory's Apple position peaked at $1.08M in Q4 2024.
  • 6,111 funds tracked by Wall St. Rank held Apple as of Q4 2025.

Based on Grunden Financial Advisory's 13F filing for Q4 2025, filed 27 Jan 2026.