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Hapanowicz & Associates Financial Services’s Apple AAPL Stock Holding History

Hapanowicz & Associates Financial Services’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 		$1.17M Sell
4,042
-92
-2% -$26.3K 0.36% 18
2026
Q1 		$1.05M Sell
4,134
-152
-4% -$39.6K 0.42% 16
2025
Q4 		$1.17M Hold
4,286
– – 0.46% 15
2025
Q3 		$1.09M Buy
4,286
+509
+13% +$115K 0.5% 13
2025
Q2 		$775K Buy
3,777
+235
+7% +$47.5K 0.39% 12
2025
Q1 		$787K Buy
3,542
+560
+19% +$130K 0.44% 12
2024
Q4 		$747K Buy
2,982
+180
+6% +$42.4K 0.38% 13
2024
Q3 		$653K Buy
2,802
+50
+2% +$11.2K 0.33% 16
2024
Q2 		$580K Hold
2,752
– – 0.33% 16
2024
Q1 		$472K Buy
2,752
+357
+15% +$64.9K 0.27% 20
2023
Q4 		$461K Buy
2,395
+34
+1% +$6.28K 0.28% 20
2023
Q3 		$404K Hold
2,361
– – 0.29% 21
2023
Q2 		$458K Hold
2,361
– – 0.31% 19
2023
Q1 		$389K Buy
2,361
+298
+14% +$44K 0.27% 19
2022
Q4 		$268K Sell
2,063
-484
-19% -$69.2K 0.19% 22
2022
Q3 		$352K Buy
2,547
+311
+14% +$48.8K 0.33% 18
2022
Q2 		$306K Buy
+2,236
New +$339K 0.24% 20
2022
Q1 		– Sell
-2,236
Closed -$397K – 27
2021
Q4 		$397K Buy
2,236
+542
+32% +$85.7K 0.18% 20
2021
Q3 		$240K Hold
1,694
– – 0.1% 26
2021
Q2 		$232K Hold
1,694
– – 0.1% 27
2021
Q1 		$207K Sell
1,694
-1,534
-48% -$197K 0.1% 25
2020
Q4 		$428K Hold
3,228
– – 0.22% 16
2020
Q3 		$373K Buy
+3,228
New +$352K 0.22% 18

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Hapanowicz & Associates Financial Services's AAPL Position: Q2 2026 in Review

Hapanowicz & Associates Financial Services reduced its Apple (AAPL) stake by 2.2% in Q2 2026, selling an estimated $26.3K and leaving 4,042 shares worth $1.17M. The position accounts for 0.36% of the portfolio, ranked #18.

Hapanowicz & Associates Financial Services first reported a position in AAPL in Q3 2020 and has held it in 23 quarters since. 2,936 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Hapanowicz & Associates Financial Services held 4,042 shares of Apple worth $1.17M as of Q2 2026.
  • Hapanowicz & Associates Financial Services sold 92 Apple shares in Q2 2026, an estimated $26.3K.
  • Apple made up 0.36% of Hapanowicz & Associates Financial Services's portfolio in Q2 2026, its #18 holding.
  • Hapanowicz & Associates Financial Services first reported a position in Apple in Q3 2020 and has held it in 23 quarters since.
  • 2,936 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Hapanowicz & Associates Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.