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Kerntke Otto McGlone Wealth Management Group’s Apple AAPL Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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 		$848K Sell
2,931
-166
-5% -$47.5K 0.51% 39
2026
Q1 		$786K Buy
3,097
+92
+3% +$23.9K 0.54% 39
2025
Q4 		$817K Sell
3,005
-20
-0.7% -$5.37K 0.58% 34
2025
Q3 		$770K Sell
3,025
-664
-18% -$150K 0.58% 34
2025
Q2 		$757K Sell
3,689
-930
-20% -$188K 0.6% 32
2025
Q1 		$1.03M Sell
4,619
-116
-2% -$26.9K 0.9% 21
2024
Q4 		$1.19M Buy
4,735
+4
+0.1% +$943 0.88% 20
2024
Q3 		$1.1M Sell
4,731
-778
-14% -$174K 0.92% 25
2024
Q2 		$1.16M Sell
5,509
-179
-3% -$33.4K 1.08% 19
2024
Q1 		$976K Sell
5,688
-74
-1% -$13.5K 0.96% 22
2023
Q4 		$1.11M Sell
5,762
-134
-2% -$24.7K 1.11% 21
2023
Q3 		$1.01M Sell
5,896
-496
-8% -$91K 1.04% 25
2023
Q2 		$1.24M Sell
6,392
-211
-3% -$36.8K 1.21% 21
2023
Q1 		$1.09M Sell
6,603
-344
-5% -$50.8K 1.12% 24
2022
Q4 		$903K Buy
6,947
+958
+16% +$137K 1.04% 22
2022
Q3 		$828K Sell
5,989
-8
-0.1% -$1.26K 1.25% 21
2022
Q2 		$820K Buy
5,997
+2,192
+58% +$332K 1.22% 21
2022
Q1 		$664K Sell
3,805
-3,096
-45% -$521K 1.52% 14
2021
Q4 		$1.23M Buy
6,901
+2,123
+44% +$336K 1.49% 16
2021
Q3 		$676K Sell
4,778
-17,750
-79% -$2.61M 2.01% 12
2021
Q2 		$3.08M Buy
22,528
+233
+1% +$30.2K 1.23% 22
2021
Q1 		$2.72M Sell
22,295
-461
-2% -$59.2K 1.43% 22
2020
Q4 		$3.02M Buy
22,756
+647
+3% +$77.8K 1.78% 17
2020
Q3 		$2.56M Buy
22,109
+1,393
+7% +$152K 1.88% 16
2020
Q2 		$1.89M Buy
20,716
+2,000
+11% +$155K 1.72% 14
2020
Q1 		$1.19M Buy
18,716
+908
+5% +$66.8K 1.33% 20
2019
Q4 		$1.31M Buy
+17,808
New +$1.15M 1.1% 20

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

Kerntke Otto McGlone Wealth Management Group's AAPL Position: Q2 2026 in Review

Kerntke Otto McGlone Wealth Management Group reduced its Apple (AAPL) stake by 5.4% in Q2 2026, selling an estimated $47.5K and leaving 2,931 shares worth $848K. The position accounts for 0.51% of the portfolio, ranked #39.

Kerntke Otto McGlone Wealth Management Group first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.08M in Q2 2021. 1,933 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Kerntke Otto McGlone Wealth Management Group held 2,931 shares of Apple worth $848K as of Q2 2026.
  • Kerntke Otto McGlone Wealth Management Group sold 166 Apple shares in Q2 2026, an estimated $47.5K.
  • Apple made up 0.51% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q2 2026, its #39 holding.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • Kerntke Otto McGlone Wealth Management Group's Apple position peaked at $3.08M in Q2 2021.
  • 1,933 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q2 2026, filed 23 Jul 2026.