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Henrickson Nauta Wealth Advisors’s Apple AAPL Stock Holding History

Henrickson Nauta 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 		$2.1M Buy
7,267
+1,905
+36% +$545K 0.51% 21
2026
Q1 		$1.36M Sell
5,362
-2,443
-31% -$636K 0.38% 23
2025
Q4 		$2.05M Buy
7,805
+2,860
+58% +$768K 0.3% 27
2025
Q3 		$1.26M Buy
4,945
+356
+8% +$80.4K 0.4% 23
2025
Q2 		$942K Buy
4,589
+415
+10% +$83.8K 0.33% 29
2025
Q1 		$795K Buy
4,174
+315
+8% +$73K 0.33% 29
2024
Q4 		$966K Sell
3,859
-674
-15% -$159K 0.39% 24
2024
Q3 		$1.06M Buy
4,533
+194
+4% +$43.3K 0.42% 23
2024
Q2 		$914K Buy
4,339
+595
+16% +$111K 0.39% 26
2024
Q1 		$628K Buy
3,744
+965
+35% +$175K 0.28% 38
2023
Q4 		$535K Buy
2,779
+562
+25% +$104K 0.26% 39
2023
Q3 		$380K Sell
2,217
-9
-0.4% -$1.65K 0.23% 36
2023
Q2 		$432K Sell
2,226
-818
-27% -$143K 0.29% 31
2023
Q1 		$502K Buy
3,044
+712
+31% +$105K 0.36% 28
2022
Q4 		$303K Buy
2,332
+34
+1% +$4.86K 0.24% 34
2022
Q3 		$318K Buy
2,298
+79
+4% +$12.4K 0.3% 29
2022
Q2 		$303K Buy
2,219
+880
+66% +$133K 0.28% 31
2022
Q1 		$234K Hold
1,339
– – 0.19% 38
2021
Q4 		$216K Buy
+1,339
New +$212K 0.18% 40

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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

Henrickson Nauta Wealth Advisors's AAPL Position: Q2 2026 in Review

Henrickson Nauta Wealth Advisors increased its Apple (AAPL) stake by 36% in Q2 2026, buying an estimated $545K and bringing the position to 7,267 shares worth $2.1M. The position accounts for 0.51% of the portfolio, ranked #21.

Henrickson Nauta Wealth Advisors first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Henrickson Nauta Wealth Advisors held 7,267 shares of Apple worth $2.1M as of Q2 2026.
  • Henrickson Nauta Wealth Advisors bought 1,905 Apple shares in Q2 2026, an estimated $545K.
  • Apple made up 0.51% of Henrickson Nauta Wealth Advisors's portfolio in Q2 2026, its #21 holding.
  • Henrickson Nauta Wealth Advisors first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.