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IVC Wealth Advisors’s Apple AAPL Stock Holding History

IVC Wealth Advisors’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 		$15.9M Sell
54,919
-954
-2% -$273K 6.2% 3
2026
Q1 		$14.2M Sell
55,873
-313
-0.6% -$81.5K 6.16% 3
2025
Q4 		$15.3M Sell
56,186
-2,457
-4% -$660K 6.64% 2
2025
Q3 		$14.9M Sell
58,643
-1,191
-2% -$269K 6.67% 2
2025
Q2 		$12.3M Buy
59,834
+154
+0.3% +$31.1K 5.99% 2
2025
Q1 		$13.3M Sell
59,680
-2,029
-3% -$470K 7.13% 2
2024
Q4 		$15.5M Sell
61,709
-1,811
-3% -$427K 8.65% 2
2024
Q3 		$14.8M Sell
63,520
-4,407
-6% -$984K 8.1% 2
2024
Q2 		$14.3M Sell
67,927
-1,200
-2% -$224K 8% 2
2024
Q1 		$11.9M Sell
69,127
-1,531
-2% -$278K 6.84% 2
2023
Q4 		$13.6M Sell
70,658
-1,614
-2% -$298K 8.46% 2
2023
Q3 		$12.4M Sell
72,272
-218
-0.3% -$40K 8.27% 2
2023
Q2 		$14.1M Sell
72,490
-1,660
-2% -$289K 8.91% 2
2023
Q1 		$12.2M Sell
74,150
-926
-1% -$137K 8.66% 2
2022
Q4 		$9.75M Sell
75,076
-1,028
-1% -$147K 7.19% 3
2022
Q3 		$10.5M Sell
76,104
-517
-0.7% -$81.1K 8.47% 3
2022
Q2 		$10.5M Sell
76,621
-2,486
-3% -$376K 8.11% 3
2022
Q1 		$13.8M Sell
79,107
-888
-1% -$149K 9.08% 2
2021
Q4 		$14.2M Sell
79,995
-6,214
-7% -$982K 9.15% 2
2021
Q3 		$12.2M Buy
86,209
+2,359
+3% +$347K 8.41% 3
2021
Q2 		$11.5M Sell
83,850
-1,529
-2% -$198K 8.07% 3
2021
Q1 		$10.4M Sell
85,379
-3,748
-4% -$481K 8.21% 3
2020
Q4 		$11.8M Buy
+89,127
New +$10.7M 11.28% 1

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

IVC Wealth Advisors's AAPL Position: Q2 2026 in Review

IVC Wealth Advisors reduced its Apple (AAPL) stake by 1.7% in Q2 2026, selling an estimated $273K and leaving 54,919 shares worth $15.9M. The position accounts for 6.2% of the portfolio, ranked #3.

IVC Wealth Advisors first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • IVC Wealth Advisors held 54,919 shares of Apple worth $15.9M as of Q2 2026.
  • IVC Wealth Advisors sold 954 Apple shares in Q2 2026, an estimated $273K.
  • Apple made up 6.2% of IVC Wealth Advisors's portfolio in Q2 2026, its #3 holding.
  • IVC Wealth Advisors first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.