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Hassell Wealth Management’s Apple AAPL Stock Holding History

Hassell Wealth Management’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 		$590K Sell
1,883
-201
-10% -$57.5K 0.18% 26
2026
Q1 		$529K Hold
2,084
– – 0.18% 26
2025
Q4 		$533K Buy
2,084
+145
+7% +$38.9K 0.18% 23
2025
Q3 		$494K Buy
1,939
+209
+12% +$47.2K 0.17% 23
2025
Q2 		$370K Sell
1,730
-430
-20% -$86.8K 0.14% 24
2025
Q1 		$437K Sell
2,160
-49
-2% -$11.4K 0.19% 23
2024
Q4 		$526K Buy
2,209
+1
+0% +$236 0.21% 23
2024
Q3 		$499K Buy
2,208
+2
+0.1% +$447 0.21% 23
2024
Q2 		$483K Hold
2,206
– – 0.22% 23
2024
Q1 		$368K Buy
+2,206
New +$401K 0.23% 22

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

Hassell Wealth Management's AAPL Position: Q2 2026 in Review

Hassell Wealth Management reduced its Apple (AAPL) stake by 9.6% in Q2 2026, selling an estimated $57.5K and leaving 1,883 shares worth $590K. The position accounts for 0.18% of the portfolio, ranked #26.

Hassell Wealth Management first reported a position in AAPL in Q1 2024 and has held it in 10 quarters since. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Hassell Wealth Management held 1,883 shares of Apple worth $590K as of Q2 2026.
  • Hassell Wealth Management sold 201 Apple shares in Q2 2026, an estimated $57.5K.
  • Apple made up 0.18% of Hassell Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Hassell Wealth Management first reported a position in Apple in Q1 2024 and has held it in 10 quarters since.
  • 2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Hassell Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.