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Intrua Financial’s Apple AAPL Stock Holding History

Intrua Financial’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
Q1 		$17.5M Sell
69,034
-4,807
-7% -$1.25M 1.81% 10
2025
Q4 		$20.1M Buy
73,841
+5,123
+7% +$1.38M 2.12% 9
2025
Q3 		$17.5M Buy
68,718
+7,509
+12% +$1.7M 1.9% 10
2025
Q2 		$12.6M Buy
61,209
+1,510
+3% +$305K 1.68% 10
2025
Q1 		$13.3M Sell
59,699
-20,076
-25% -$4.65M 1.93% 11
2024
Q4 		$20M Sell
79,775
-5,935
-7% -$1.4M 3.07% 5
2024
Q3 		$20M Sell
85,710
-20,681
-19% -$4.62M 2.97% 5
2024
Q2 		$22.4M Buy
106,391
+5,360
+5% +$1,000K 3.34% 4
2024
Q1 		$17.3M Sell
101,031
-10,551
-9% -$1.92M 2.5% 4
2023
Q4 		$21.5M Sell
111,582
-15,868
-12% -$2.93M 3.14% 3
2023
Q3 		$21.8M Sell
127,450
-2,510
-2% -$460K 3.69% 4
2023
Q2 		$25.2M Buy
129,960
+4,861
+4% +$847K 4.26% 2
2023
Q1 		$21.6M Sell
125,099
-2,089
-2% -$308K 4.48% 1
2022
Q4 		$17.2M Buy
127,188
+1,864
+1% +$266K 3.98% 1
2022
Q3 		$17.3M Sell
125,324
-31,185
-20% -$4.89M 4.61% 1
2022
Q2 		$21.4M Sell
156,509
-3,633
-2% -$550K 4.55% 1
2022
Q1 		$28M Sell
160,142
-19,428
-11% -$3.27M 5.01% 1
2021
Q4 		$31.9M Buy
179,570
+1,819
+1% +$287K 5.57% 1
2021
Q3 		$26.5M Sell
177,751
-2,226
-1% -$328K 4.88% 1
2021
Q2 		$26.3M Buy
179,977
+476
+0.3% +$61.7K 6.27% 1
2021
Q1 		$24.1M Buy
179,501
+3,524
+2% +$452K 6.13% 1
2020
Q4 		$23.4M Buy
175,977
+7,920
+5% +$953K 10.43% 1
2020
Q3 		$20M Sell
168,057
-42,031
-20% -$4.59M 9.83% 1
2020
Q2 		$24.2M Buy
+210,088
New +$16.3M 9.23% 1

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Intrua Financial's AAPL Position: Q1 2026 in Review

Intrua Financial reduced its Apple (AAPL) stake by 6.5% in Q1 2026, selling an estimated $1.25M and leaving 69,034 shares worth $17.5M. The position accounts for 1.81% of the portfolio, ranked #10.

Intrua Financial first reported a position in AAPL in Q2 2020 and has held it in 24 quarters since. The position peaked at $31.9M in Q4 2021. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Intrua Financial held 69,034 shares of Apple worth $17.5M as of Q1 2026.
  • Intrua Financial sold 4,807 Apple shares in Q1 2026, an estimated $1.25M.
  • Apple made up 1.81% of Intrua Financial's portfolio in Q1 2026, its #10 holding.
  • Intrua Financial first reported a position in Apple in Q2 2020 and has held it in 24 quarters since.
  • Intrua Financial's Apple position peaked at $31.9M in Q4 2021.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Intrua Financial's 13F filing for Q1 2026, filed 23 Apr 2026.