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Keeler & Nadler Financial Planning & Wealth Management’s Apple AAPL Stock Holding History

Keeler & Nadler Financial Planning & Wealth Management’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 		$4.84M Buy
16,738
+53
+0.3% +$15.2K 1.37% 20
2026
Q1 		$4.23M Sell
16,685
-424
-2% -$110K 1.44% 19
2025
Q4 		$4.65M Buy
17,109
+8,795
+106% +$2.36M 1.61% 16
2025
Q3 		$2.12M Buy
8,314
+32
+0.4% +$7.23K 0.78% 24
2025
Q2 		$1.7M Buy
8,282
+40
+0.5% +$8.08K 0.68% 31
2025
Q1 		$1.8M Buy
8,242
+1
+0% +$232 0.81% 25
2024
Q4 		$2.06M Sell
8,241
-168
-2% -$39.6K 0.97% 24
2024
Q3 		$1.96M Buy
8,409
+9
+0.1% +$2.01K 0.95% 24
2024
Q2 		$1.77M Sell
8,400
-414
-5% -$77.2K 0.97% 27
2024
Q1 		$1.51M Buy
8,814
+825
+10% +$150K 0.91% 26
2023
Q4 		$1.54M Buy
+7,989
New +$1.48M 1.11% 23
2022
Q4 		$1.01M Buy
+7,755
New +$1.11M 0.91% 24
2021
Q4 		$1.34M Buy
+7,541
New +$1.19M 1.23% 20

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Keeler & Nadler Financial Planning & Wealth Management's AAPL Position: Q2 2026 in Review

Keeler & Nadler Financial Planning & Wealth Management increased its Apple (AAPL) stake by 0.32% in Q2 2026, buying an estimated $15.2K and bringing the position to 16,738 shares worth $4.84M. The position accounts for 1.37% of the portfolio, ranked #20.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 13 quarters since. 3,277 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Keeler & Nadler Financial Planning & Wealth Management held 16,738 shares of Apple worth $4.84M as of Q2 2026.
  • Keeler & Nadler Financial Planning & Wealth Management bought 53 Apple shares in Q2 2026, an estimated $15.2K.
  • Apple made up 1.37% of Keeler & Nadler Financial Planning & Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Keeler & Nadler Financial Planning & Wealth Management first reported a position in Apple in Q4 2021 and has held it in 13 quarters since.
  • 3,277 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.