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Haven Private’s Apple AAPL Stock Holding History

Haven Private’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 		$9.05M Sell
31,260
-222
-0.7% -$63.5K 3.44% 4
2026
Q1 		$7.99M Sell
31,482
-138
-0.4% -$35.9K 3.48% 3
2025
Q4 		$8.6M Sell
31,620
-203
-0.6% -$54.5K 3.76% 3
2025
Q3 		$8.1M Sell
31,823
-6,578
-17% -$1.49M 3.58% 4
2025
Q2 		$7.88M Buy
38,401
+26,219
+215% +$5.29M 3.49% 4
2025
Q1 		$2.71M Buy
12,182
+670
+6% +$155K 1.53% 15
2024
Q4 		$2.88M Buy
+11,512
New +$2.71M 1.61% 15

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Haven Private's AAPL Position: Q2 2026 in Review

Haven Private reduced its Apple (AAPL) stake by 0.71% in Q2 2026, selling an estimated $63.5K and leaving 31,260 shares worth $9.05M. The position accounts for 3.44% of the portfolio, ranked #4.

Haven Private first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,155 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Haven Private held 31,260 shares of Apple worth $9.05M as of Q2 2026.
  • Haven Private sold 222 Apple shares in Q2 2026, an estimated $63.5K.
  • Apple made up 3.44% of Haven Private's portfolio in Q2 2026, its #4 holding.
  • Haven Private first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 6,155 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Haven Private's 13F filing for Q2 2026, filed 29 Jul 2026.