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 Q1	–	Sell	-1,300	Closed	-$353K	–	1764
2025 Q4	$353K	Buy	+1,300	New	+$349K	﹤0.01%	1342

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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.