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HF Advisory Group’s Apple AAPL Stock Holding History

HF Advisory Group’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 		$3.05M Sell
10,525
-271
-3% -$77.5K 0.94% 38
2026
Q1 		$2.74M Sell
10,796
-95
-0.9% -$24.7K 0.93% 39
2025
Q4 		$2.96M Sell
10,891
-310
-3% -$83.2K 1.03% 31
2025
Q3 		$2.85M Sell
11,201
-108
-1% -$24.4K 1.05% 31
2025
Q2 		$2.32M Buy
11,309
+25
+0.2% +$5.05K 0.92% 37
2025
Q1 		$2.51M Sell
11,284
-682
-6% -$158K 1.1% 27
2024
Q4 		$3M Buy
11,966
+1,098
+10% +$259K 1.38% 14
2024
Q3 		$2.53M Buy
10,868
+1,098
+11% +$245K 1.18% 22
2024
Q2 		$2.06M Buy
9,770
+166
+2% +$31K 1.06% 27
2024
Q1 		$1.65M Buy
9,604
+666
+7% +$121K 0.92% 37
2023
Q4 		$1.72M Buy
8,938
+1,415
+19% +$261K 1.1% 26
2023
Q3 		$1.29M Buy
7,523
+149
+2% +$27.3K 0.96% 37
2023
Q2 		$1.43M Buy
7,374
+113
+2% +$19.7K 1.13% 22
2023
Q1 		$1.2M Sell
7,261
-589
-8% -$86.9K 1.06% 27
2022
Q4 		$1.02M Buy
+7,850
New +$1.12M 1.03% 29

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
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
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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

HF Advisory Group's AAPL Position: Q2 2026 in Review

HF Advisory Group reduced its Apple (AAPL) stake by 2.5% in Q2 2026, selling an estimated $77.5K and leaving 10,525 shares worth $3.05M. The position accounts for 0.94% of the portfolio, ranked #38.

HF Advisory Group first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 1,172 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • HF Advisory Group held 10,525 shares of Apple worth $3.05M as of Q2 2026.
  • HF Advisory Group sold 271 Apple shares in Q2 2026, an estimated $77.5K.
  • Apple made up 0.94% of HF Advisory Group's portfolio in Q2 2026, its #38 holding.
  • HF Advisory Group first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 1,172 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.