Heritage Oak Wealth Advisors’s Apple AAPL Stock Holding History

Heritage Oak 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	$5.36M	Buy	18,518 +1,040	+6%	+$297K	1.58%	10
2026 Q1	$4.44M	Buy	17,478 +1,023	+6%	+$266K	1.41%	12
2025 Q4	$4.47M	Buy	16,455 +538	+3%	+$144K	1.65%	8
2025 Q3	$4.05M	Buy	15,917 +206	+1%	+$46.5K	1.47%	10
2025 Q2	$3.22M	Sell	15,711 -1,216	-7%	-$246K	1.24%	14
2025 Q1	$3.76M	Sell	16,927 -84	-0.5%	-$19.5K	1.65%	12
2024 Q4	$4.26M	Sell	17,011 -6,145	-27%	-$1.45M	2%	8
2024 Q3	$5.4M	Buy	23,156 +2,065	+10%	+$461K	2.49%	8
2024 Q2	$4.44M	Buy	+21,091	New	+$3.93M	2.25%	8

Other funds holding AAPL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Heritage Oak Wealth Advisors's AAPL Position: Q2 2026 in Review

Heritage Oak Wealth Advisors increased its Apple (AAPL) stake by 6% in Q2 2026, buying an estimated $297K and bringing the position to 18,518 shares worth $5.36M. The position accounts for 1.58% of the portfolio, ranked #10.

Heritage Oak Wealth Advisors first reported a position in AAPL in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.4M in Q3 2024. 2,175 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Heritage Oak Wealth Advisors held 18,518 shares of Apple worth $5.36M as of Q2 2026.
Heritage Oak Wealth Advisors bought 1,040 Apple shares in Q2 2026, an estimated $297K.
Apple made up 1.58% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #10 holding.
Heritage Oak Wealth Advisors first reported a position in Apple in Q2 2024 and has held it in 9 quarters since.
Heritage Oak Wealth Advisors's Apple position peaked at $5.4M in Q3 2024.
2,175 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.