Kestra Advisory Services’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,000
Closed -$233K 2648
2024
Q3
$233K Sell
1,000
-700
-41% -$156K ﹤0.01% 2264
2024
Q2
$358K Buy
+1,700
New +$317K ﹤0.01% 2011

Other funds holding AAPL

Kestra Advisory Services's AAPL Position: Q2 2026 in Review

Kestra Advisory Services reduced its Apple (AAPL) stake by 5.6% in Q2 2026, selling an estimated $50.7M and leaving 2,979,038 shares worth $862M. The position accounts for 2.78% of the portfolio, ranked #1.

Kestra Advisory Services first reported a position in AAPL in Q3 2020 and has held it in 24 quarters since. 6,124 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Kestra Advisory Services held 2,979,038 shares of Apple worth $862M as of Q2 2026.
  • Kestra Advisory Services sold 177,171 Apple shares in Q2 2026, an estimated $50.7M.
  • Apple made up 2.78% of Kestra Advisory Services's portfolio in Q2 2026, its #1 holding.
  • Kestra Advisory Services first reported a position in Apple in Q3 2020 and has held it in 24 quarters since.
  • 6,124 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.