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Kaufman Rossin Wealth’s Apple AAPL Stock Holding History

Kaufman Rossin 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 		$4.03M Sell
12,743
-208
-2% -$59.5K 1.91% 12
2026
Q1 		$3.29M Sell
12,951
-178
-1% -$46.3K 1.88% 12
2025
Q4 		$3.57M Sell
13,129
-156
-1% -$41.9K 1.86% 11
2025
Q3 		$3.38M Buy
13,285
+1,966
+17% +$444K 1.85% 11
2025
Q2 		$2.32M Buy
11,319
+3,207
+40% +$648K 1.47% 13
2025
Q1 		$1.8M Buy
8,112
+3,850
+90% +$892K 1.29% 13
2024
Q4 		$1.07M Buy
+4,262
New +$1M 1.1% 16

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

Kaufman Rossin Wealth's AAPL Position: Q2 2026 in Review

Kaufman Rossin Wealth reduced its Apple (AAPL) stake by 1.6% in Q2 2026, selling an estimated $59.5K and leaving 12,743 shares worth $4.03M. The position accounts for 1.91% of the portfolio, ranked #12.

Kaufman Rossin Wealth first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Kaufman Rossin Wealth held 12,743 shares of Apple worth $4.03M as of Q2 2026.
  • Kaufman Rossin Wealth sold 208 Apple shares in Q2 2026, an estimated $59.5K.
  • Apple made up 1.91% of Kaufman Rossin Wealth's portfolio in Q2 2026, its #12 holding.
  • Kaufman Rossin Wealth first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.