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Kestra Private Wealth Services’s Apple AAPL Stock Holding History

Kestra Private Wealth Services’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 		$295M Sell
1,021,202
-40,833
-4% -$11.7M 3.25% 1
2026
Q1 		$270M Buy
1,062,035
+18,207
+2% +$4.74M 3.32% 1
2025
Q4 		$284M Buy
1,043,828
+4,382
+0.4% +$1.18M 3.52% 2
2025
Q3 		$265M Sell
1,039,446
-1,328
-0.1% -$300K 3.45% 2
2025
Q2 		$214M Buy
1,040,774
+26,595
+3% +$5.37M 3.07% 2
2025
Q1 		$225M Buy
1,014,179
+18,425
+2% +$4.27M 3.76% 1
2024
Q4 		$249M Sell
995,754
-86,660
-8% -$20.4M 4.24% 1
2024
Q3 		$252M Buy
1,082,414
+35,305
+3% +$7.88M 4.63% 1
2024
Q2 		$221M Buy
1,047,109
+68,963
+7% +$12.9M 4.42% 1
2024
Q1 		$168M Sell
978,146
-9,911
-1% -$1.8M 3.78% 1
2023
Q4 		$190M Buy
988,057
+38,221
+4% +$7.06M 4.85% 1
2023
Q3 		$163M Buy
949,836
+57,418
+6% +$10.5M 5.11% 1
2023
Q2 		$173M Buy
892,418
+28,038
+3% +$4.89M 5.93% 1
2023
Q1 		$143M Buy
864,380
+106,862
+14% +$15.8M 5.67% 1
2022
Q4 		$98.4M Sell
757,518
-1,295
-0.2% -$185K 4.99% 1
2022
Q3 		$105M Sell
758,813
-5,961
-0.8% -$936K 6.07% 1
2022
Q2 		$105M Buy
764,774
+539
+0.1% +$81.6K 5.97% 1
2022
Q1 		$133M Sell
764,235
-19,227
-2% -$3.23M 6.62% 1
2021
Q4 		$139M Buy
783,462
+18,839
+2% +$2.98M 6.66% 1
2021
Q3 		$108M Sell
764,623
-5
-0% -$736 6.04% 1
2021
Q2 		$105M Buy
764,628
+17,700
+2% +$2.29M 6.37% 1
2021
Q1 		$91.2M Sell
746,928
-2,576
-0.3% -$331K 6.36% 1
2020
Q4 		$100M Buy
749,504
+20,606
+3% +$2.48M 7.38% 1
2020
Q3 		$84.4M Buy
+728,898
New +$79.5M 7.32% 1

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Kestra Private Wealth Services's AAPL Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Apple (AAPL) stake by 3.8% in Q2 2026, selling an estimated $11.7M and leaving 1,021,202 shares worth $295M. The position accounts for 3.25% of the portfolio, ranked #1.

Kestra Private Wealth Services first reported a position in AAPL in Q3 2020 and has held it in 24 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Kestra Private Wealth Services held 1,021,202 shares of Apple worth $295M as of Q2 2026.
  • Kestra Private Wealth Services sold 40,833 Apple shares in Q2 2026, an estimated $11.7M.
  • Apple made up 3.25% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1 holding.
  • Kestra Private Wealth Services first reported a position in Apple in Q3 2020 and has held it in 24 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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