Heritage Wealth Partners’s Apple AAPL Stock Holding History

Heritage Wealth Partners’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
2025 Q1	$2.72M	Sell	12,237 -3,670	-23%	-$850K	4.14%	7
2024 Q4	$3.98M	Buy	15,907 +1,076	+7%	+$254K	5%	5
2024 Q3	$3.46M	Sell	14,831 -482	-3%	-$108K	4.06%	7
2024 Q2	$3.23M	Sell	15,313 -621	-4%	-$116K	4.67%	6
2024 Q1	$3.07M	Hold	15,934	–	–	6.26%	3
2023 Q4	$3.07M	Sell	15,934 -152	-0.9%	-$28.1K	6.26%	3
2023 Q3	$2.75M	Buy	16,086 +1,942	+14%	+$356K	5.87%	3
2023 Q2	$2.74M	Buy	14,144 +12,404	+713%	+$2.16M	1.62%	23
2023 Q1	$287K	Sell	1,740 -16,698	-91%	-$2.46M	0.23%	29
2022 Q4	$2.71M	Buy	+18,438	New	+$2.63M	2.49%	15

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM