Independence Asset Advisors’s Apple AAPL Stock Holding History

Independence Asset 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	$223K	Buy	+772	New	+$221K	0.06%	25
2026 Q1	–	Sell	-771	Closed	-$210K	–	25
2025 Q4	$210K	Buy	+771	New	+$207K	0.12%	18
2025 Q1	–	Sell	-802	Closed	-$202K	–	14
2024 Q4	$202K	Buy	+802	New	+$189K	0.94%	9

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

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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Independence Asset Advisors's AAPL Position: Q2 2026 in Review

Independence Asset Advisors opened a new position in Apple (AAPL) in Q2 2026: 772 shares worth $223K. The stake represents 0.06% of the portfolio and ranks #25 among its holdings. This is a return to the name: Independence Asset Advisors previously reported a position in AAPL as recently as Q4 2025.

Independence Asset Advisors first reported a position in AAPL in Q4 2024 and has held it in 3 quarters since. 1,518 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Independence Asset Advisors held 772 shares of Apple worth $223K as of Q2 2026.
Apple was a new Independence Asset Advisors position in Q2 2026.
Apple made up 0.06% of Independence Asset Advisors's portfolio in Q2 2026, its #25 holding.
Independence Asset Advisors first reported a position in Apple in Q4 2024 and has held it in 3 quarters since.
1,518 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Independence Asset Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.