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High Net Worth Advisory Group’s Apple AAPL Stock Holding History

High Net Worth 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 		$14.9M Sell
51,419
-85
-0.2% -$24.3K 3.16% 5
2026
Q1 		$13.1M Sell
51,504
-1,642
-3% -$427K 3.05% 6
2025
Q4 		$14.4M Sell
53,146
-618
-1% -$166K 3.33% 5
2025
Q3 		$13.7M Sell
53,764
-3,803
-7% -$859K 3.29% 5
2025
Q2 		$11.8M Sell
57,567
-1,351
-2% -$273K 3.13% 6
2025
Q1 		$13.1M Sell
58,918
-2,424
-4% -$562K 3.69% 4
2024
Q4 		$15.4M Sell
61,342
-2,673
-4% -$630K 4.29% 2
2024
Q3 		$14.9M Buy
64,015
+1,066
+2% +$238K 4.09% 3
2024
Q2 		$13.3M Buy
62,949
+405
+0.6% +$75.5K 4.02% 4
2024
Q1 		$10.7M Buy
62,544
+1,596
+3% +$290K 3.38% 5
2023
Q4 		$11.7M Sell
60,948
-951
-2% -$176K 4.36% 2
2023
Q3 		$10.6M Sell
61,899
-134
-0.2% -$24.6K 4.25% 2
2023
Q2 		$12M Sell
62,033
-592
-0.9% -$103K 4.67% 2
2023
Q1 		$10.3M Sell
62,625
-23
-0% -$3.39K 4.21% 2
2022
Q4 		$8.14M Sell
62,648
-2,480
-4% -$354K 3.16% 4
2022
Q3 		$9M Sell
65,128
-9,393
-13% -$1.47M 3.85% 2
2022
Q2 		$10.2M Buy
74,521
+3,425
+5% +$519K 4.23% 2
2022
Q1 		$12.4M Sell
71,096
-81
-0.1% -$13.6K 4.51% 2
2021
Q4 		$12.6M Buy
+71,177
New +$11.2M 4.41% 2

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

High Net Worth Advisory Group's AAPL Position: Q2 2026 in Review

High Net Worth Advisory Group reduced its Apple (AAPL) stake by 0.17% in Q2 2026, selling an estimated $24.3K and leaving 51,419 shares worth $14.9M. The position accounts for 3.16% of the portfolio, ranked #5.

High Net Worth Advisory Group first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $15.4M in Q4 2024. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • High Net Worth Advisory Group held 51,419 shares of Apple worth $14.9M as of Q2 2026.
  • High Net Worth Advisory Group sold 85 Apple shares in Q2 2026, an estimated $24.3K.
  • Apple made up 3.16% of High Net Worth Advisory Group's portfolio in Q2 2026, its #5 holding.
  • High Net Worth Advisory Group first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • High Net Worth Advisory Group's Apple position peaked at $15.4M in Q4 2024.
  • 6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.