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
2020 Q3	–	Sell	-7,920	Closed	-$15K	–	199
2020 Q2	$15K	Buy	+7,920	New	+$614K	0.01%	246

Other funds holding AAPL

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Intrua Financial's AAPL Position: Q2 2026 in Review

Intrua Financial reduced its Apple (AAPL) stake by 1.6% in Q2 2026, selling an estimated $310K and leaving 67,949 shares worth $19.7M. The position accounts for 1.8% of the portfolio, ranked #10.

Intrua Financial first reported a position in AAPL in Q2 2020 and has held it in 25 quarters since. The position peaked at $31.9M in Q4 2021. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Intrua Financial held 67,949 shares of Apple worth $19.7M as of Q2 2026.
Intrua Financial sold 1,085 Apple shares in Q2 2026, an estimated $310K.
Apple made up 1.8% of Intrua Financial's portfolio in Q2 2026, its #10 holding.
Intrua Financial first reported a position in Apple in Q2 2020 and has held it in 25 quarters since.
Intrua Financial's Apple position peaked at $31.9M in Q4 2021.
6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.