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Innova Wealth Partners’s Apple AAPL Stock Holding History

Innova 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
2026
Q2 		$2.59M Sell
8,964
-1,261
-12% -$361K 1.06% 26
2026
Q1 		$2.6M Sell
10,225
-919
-8% -$239K 1.23% 22
2025
Q4 		$3.03M Sell
11,144
-26
-0.2% -$6.98K 1.53% 24
2025
Q3 		$2.84M Buy
11,170
+1,336
+14% +$302K 1.54% 23
2025
Q2 		$2.02M Sell
9,834
-108
-1% -$21.8K 1.19% 30
2025
Q1 		$2.21M Sell
9,942
-164
-2% -$38K 1.37% 20
2024
Q4 		$2.53M Buy
10,106
+7,603
+304% +$1.79M 1.59% 18
2024
Q3 		$583K Sell
2,503
-7,730
-76% -$1.73M 0.48% 45
2024
Q2 		$2.16M Buy
10,233
+1,380
+16% +$257K 1.54% 22
2024
Q1 		$1.52M Buy
8,853
+705
+9% +$128K 1.17% 28
2023
Q4 		$1.57M Hold
8,148
– – 1.35% 20
2023
Q3 		$1.4M Sell
8,148
-109
-1% -$20K 1.25% 16
2023
Q2 		$1.6M Buy
8,257
+298
+4% +$51.9K 1.36% 18
2023
Q1 		$1.31M Buy
7,959
+309
+4% +$45.6K 1.15% 16
2022
Q4 		$994K Sell
7,650
-1,650
-18% -$236K 0.87% 22
2022
Q3 		$1.28M Buy
9,300
+8
+0.1% +$1.26K 1.17% 8
2022
Q2 		$1.27M Buy
9,292
+1,090
+13% +$165K 1.07% 10
2022
Q1 		$1.43M Buy
8,202
+342
+4% +$57.5K 1.03% 20
2021
Q4 		$1.4M Sell
7,860
-10
-0.1% -$1.58K 0.99% 22
2021
Q3 		$1.11M Buy
7,870
+10
+0.1% +$1.47K 0.88% 24
2021
Q2 		$1.08M Sell
7,860
-400
-5% -$51.8K 0.85% 26
2021
Q1 		$1.01M Buy
8,260
+20
+0.2% +$2.57K 0.86% 27
2020
Q4 		$1.09M Buy
+8,240
New +$991K 1.02% 25

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Innova Wealth Partners's AAPL Position: Q2 2026 in Review

Innova Wealth Partners reduced its Apple (AAPL) stake by 12% in Q2 2026, selling an estimated $361K and leaving 8,964 shares worth $2.59M. The position accounts for 1.06% of the portfolio, ranked #26.

Innova Wealth Partners first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.03M in Q4 2025. 2,936 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Innova Wealth Partners held 8,964 shares of Apple worth $2.59M as of Q2 2026.
  • Innova Wealth Partners sold 1,261 Apple shares in Q2 2026, an estimated $361K.
  • Apple made up 1.06% of Innova Wealth Partners's portfolio in Q2 2026, its #26 holding.
  • Innova Wealth Partners first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • Innova Wealth Partners's Apple position peaked at $3.03M in Q4 2025.
  • 2,936 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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