Institute for Wealth Management’s Aptiv APTV Stock Holding History

Institute for Wealth Management’s Portfolio APTV Stock Details APTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11K	Buy	+179	New	+$10.9K	﹤0.01%	1296
2024 Q1	–	Sell	-2,497	Closed	-$224K	–	509
2023 Q4	$224K	Hold	2,497	–	–	0.04%	433
2023 Q3	$246K	Hold	2,497	–	–	0.04%	390
2023 Q2	$255K	Hold	2,497	–	–	0.04%	400
2023 Q1	$280K	Sell	2,497 -20	-0.8%	-$2.21K	0.05%	373
2022 Q4	$234K	Buy	+2,517	New	+$239K	0.05%	399
2022 Q3	–	Sell	-2,534	Closed	-$226K	–	459
2022 Q2	$226K	Sell	2,534 -49	-2%	-$5K	0.04%	465
2022 Q1	$309K	Sell	2,583 -21	-0.8%	-$2.79K	0.05%	417
2021 Q4	$430K	Hold	2,604	–	–	0.07%	305
2021 Q3	$388K	Hold	2,604	–	–	0.07%	320
2021 Q2	$410K	Hold	2,604	–	–	0.07%	309
2021 Q1	$359K	Sell	2,604 -53	-2%	-$7.71K	0.07%	325
2020 Q4	$346K	Hold	2,657	–	–	0.07%	324
2020 Q3	$244K	Buy	2,657 +41	+2%	+$3.44K	0.06%	358
2020 Q2	$204K	Buy	+2,616	New	+$180K	0.05%	395
2020 Q1	–	Sell	-2,577	Closed	-$245K	–	410
2019 Q4	$245K	Sell	2,577 -700	-21%	-$64.1K	0.06%	387
2019 Q3	$286K	Buy	+3,277	New	+$274K	0.07%	332

Other funds holding APTV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Institute for Wealth Management's APTV Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Aptiv (APTV) in Q2 2026: 179 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #1296 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in APTV as recently as Q4 2023.

Institute for Wealth Management first reported a position in APTV in Q3 2019 and has held it in 17 quarters since. The position peaked at $430K in Q4 2021. 662 funds tracked by Wall St. Rank hold APTV as of Q2 2026.

Institute for Wealth Management held 179 shares of Aptiv worth $11K as of Q2 2026.
Aptiv was a new Institute for Wealth Management position in Q2 2026.
Aptiv made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1296 holding.
Institute for Wealth Management first reported a position in Aptiv in Q3 2019 and has held it in 17 quarters since.
Institute for Wealth Management's Aptiv position peaked at $430K in Q4 2021.
662 funds tracked by Wall St. Rank held Aptiv as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.