Holos Integrated Wealth’s Apple AAPL Stock Holding History

Holos Integrated Wealth’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	$2.54M	Sell	8,181 -2,209	-21%	-$632K	1.19%	20
2026 Q1	$2.63M	Buy	10,390 +2,168	+26%	+$564K	1.33%	21
2025 Q4	$2.23M	Sell	8,222 -120	-1%	-$32.2K	1.24%	22
2025 Q3	$2.05M	Hold	8,342	–	–	1.2%	20
2025 Q2	$1.91M	Sell	8,342 -1,110	-12%	-$224K	1.15%	20
2025 Q1	$2.1M	Sell	9,452 -2,754	-23%	-$638K	1.38%	19
2024 Q4	$3.06M	Buy	+12,206	New	+$2.88M	2.09%	16

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

Holos Integrated Wealth's AAPL Position: Q2 2026 in Review

Holos Integrated Wealth reduced its Apple (AAPL) stake by 21% in Q2 2026, selling an estimated $632K and leaving 8,181 shares worth $2.54M. The position accounts for 1.19% of the portfolio, ranked #20.

Holos Integrated Wealth first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.06M in Q4 2024. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Holos Integrated Wealth held 8,181 shares of Apple worth $2.54M as of Q2 2026.
Holos Integrated Wealth sold 2,209 Apple shares in Q2 2026, an estimated $632K.
Apple made up 1.19% of Holos Integrated Wealth's portfolio in Q2 2026, its #20 holding.
Holos Integrated Wealth first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
Holos Integrated Wealth's Apple position peaked at $3.06M in Q4 2024.
2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.