HWA
AAPL icon

Heartwood Wealth Advisors’s Apple AAPL Stock Holding History

Heartwood 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 		$6.66M Buy
23,019
+1,789
+8% +$512K 0.52% 39
2026
Q1 		$5.39M Buy
21,230
+270
+1% +$70.3K 0.47% 40
2025
Q4 		$5.7M Buy
20,960
+621
+3% +$167K 0.52% 36
2025
Q3 		$5.18M Sell
20,339
-385
-2% -$87K 0.48% 36
2025
Q2 		$4.25M Buy
20,724
+347
+2% +$70.1K 0.44% 39
2025
Q1 		$4.53M Sell
20,377
-210
-1% -$48.7K 0.52% 35
2024
Q4 		$5.16M Sell
20,587
-1,280
-6% -$302K 0.58% 30
2024
Q3 		$5.1M Sell
21,867
-557
-2% -$124K 0.56% 31
2024
Q2 		$4.72M Buy
22,424
+9,096
+68% +$1.7M 0.56% 30
2024
Q1 		$2.29M Buy
13,328
+12
+0.1% +$2.18K 0.28% 39
2023
Q4 		$2.56M Buy
13,316
+2,807
+27% +$518K 0.34% 35
2023
Q3 		$1.8M Sell
10,509
-3,159
-23% -$579K 0.27% 38
2023
Q2 		$2.65M Buy
13,668
+1,178
+9% +$205K 0.38% 36
2023
Q1 		$2.06M Buy
12,490
+320
+3% +$47.2K 0.31% 37
2022
Q4 		$1.58M Buy
12,170
+2,677
+28% +$383K 0.25% 38
2022
Q3 		$1.31M Buy
9,493
+93
+1% +$14.6K 0.23% 39
2022
Q2 		$1.28M Sell
9,400
-486
-5% -$73.6K 0.21% 39
2022
Q1 		$1.73M Buy
9,886
+3,154
+47% +$530K 0.26% 36
2021
Q4 		$1.2M Buy
6,732
+5
+0.1% +$790 0.18% 41
2021
Q3 		$952K Buy
6,727
+1,698
+34% +$250K 0.15% 43
2021
Q2 		$689K Hold
5,029
– – 0.11% 49
2021
Q1 		$614K Sell
5,029
-319
-6% -$40.9K 0.1% 51
2020
Q4 		$710K Sell
5,348
-40
-0.7% -$4.81K 0.11% 42
2020
Q3 		$624K Hold
5,388
– – 0.12% 38
2020
Q2 		$491K Sell
5,388
-420
-7% -$32.5K 0.1% 46
2020
Q1 		$369K Buy
5,808
+1,100
+23% +$80.9K 0.09% 46
2019
Q4 		$346K Buy
+4,708
New +$303K 0.07% 65

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Heartwood Wealth Advisors's AAPL Position: Q2 2026 in Review

Heartwood Wealth Advisors increased its Apple (AAPL) stake by 8.4% in Q2 2026, buying an estimated $512K and bringing the position to 23,019 shares worth $6.66M. The position accounts for 0.52% of the portfolio, ranked #39.

Heartwood Wealth Advisors first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. 2,365 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Heartwood Wealth Advisors held 23,019 shares of Apple worth $6.66M as of Q2 2026.
  • Heartwood Wealth Advisors bought 1,789 Apple shares in Q2 2026, an estimated $512K.
  • Apple made up 0.52% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #39 holding.
  • Heartwood Wealth Advisors first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • 2,365 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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