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Intergy Private Wealth’s Apple AAPL Stock Holding History

Intergy Private 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 		$4.97M Sell
17,168
-576
-3% -$165K 1.15% 19
2026
Q1 		$4.5M Buy
17,744
+140
+0.8% +$36.4K 1.32% 17
2025
Q4 		$4.79M Sell
17,604
-269
-2% -$72.2K 1.44% 16
2025
Q3 		$4.55M Buy
17,873
+1,337
+8% +$302K 1.42% 16
2025
Q2 		$3.39M Buy
16,536
+1,925
+13% +$389K 1.16% 19
2025
Q1 		$3.25M Buy
14,611
+305
+2% +$70.7K 1.23% 19
2024
Q4 		$3.58M Buy
14,306
+651
+5% +$153K 1.34% 17
2024
Q3 		$3.18M Buy
13,655
+568
+4% +$127K 1.21% 20
2024
Q2 		$2.76M Buy
13,087
+401
+3% +$74.8K 1.14% 19
2024
Q1 		$2.18M Sell
12,686
-266
-2% -$48.4K 0.89% 23
2023
Q4 		$2.49M Sell
12,952
-17
-0.1% -$3.14K 1.08% 22
2023
Q3 		$2.22M Buy
12,969
+263
+2% +$48.2K 1.11% 23
2023
Q2 		$2.46M Buy
12,706
+820
+7% +$143K 1.21% 20
2023
Q1 		$1.96M Buy
11,886
+921
+8% +$136K 1.1% 23
2022
Q4 		$1.42M Buy
10,965
+731
+7% +$104K 0.89% 25
2022
Q3 		$1.41M Buy
10,234
+986
+11% +$155K 1% 23
2022
Q2 		$1.26M Buy
9,248
+145
+2% +$22K 1% 19
2022
Q1 		$1.59M Buy
9,103
+3,251
+56% +$547K 1.11% 18
2021
Q4 		$1.04M Buy
+5,852
New +$925K 0.81% 27

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
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
II
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

Intergy Private Wealth's AAPL Position: Q2 2026 in Review

Intergy Private Wealth reduced its Apple (AAPL) stake by 3.2% in Q2 2026, selling an estimated $165K and leaving 17,168 shares worth $4.97M. The position accounts for 1.15% of the portfolio, ranked #19.

Intergy Private Wealth first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 1,466 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Intergy Private Wealth held 17,168 shares of Apple worth $4.97M as of Q2 2026.
  • Intergy Private Wealth sold 576 Apple shares in Q2 2026, an estimated $165K.
  • Apple made up 1.15% of Intergy Private Wealth's portfolio in Q2 2026, its #19 holding.
  • Intergy Private Wealth first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 1,466 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.