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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
2025
Q1 		– Sell
-10,400
Closed -$2.6M – 374
2024
Q4 		$2.6M Buy
+10,400
New +$2.45M 0.4% 49
2023
Q2 		– Sell
-10,000
Closed -$5.6K – 358
2023
Q1 		$5.6K Buy
+10,000
New +$1.48M ﹤0.01% 331

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
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.