Kingswood Wealth Advisors’s Apple AAPL Stock Holding History

Kingswood Wealth Advisors’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	$92.2M	Buy	318,568 +10,081	+3%	+$2.88M	3.72%	1
2026 Q1	$78.3M	Sell	308,487 -3,372	-1%	-$878K	3.72%	1
2025 Q4	$84.8M	Buy	311,859 +58,083	+23%	+$15.6M	4.1%	1
2025 Q3	$64.6M	Buy	253,776 +35,764	+16%	+$8.08M	3.91%	1
2025 Q2	$44.7M	Sell	218,012 -42	-0%	-$8.48K	3.53%	2
2025 Q1	$48.5M	Sell	218,054 -65,804	-23%	-$15.2M	4.43%	1
2024 Q4	$71.1M	Sell	283,858 -53,023	-16%	-$12.5M	5.34%	1
2024 Q3	$78.2M	Buy	336,881 +37,083	+12%	+$8.28M	5.57%	1
2024 Q2	$63.1M	Buy	299,798 +48,692	+19%	+$9.08M	5.69%	1
2024 Q1	$43.1M	Sell	251,106 -21,638	-8%	-$3.93M	4.97%	1
2023 Q4	$52.5M	Buy	272,744 +188,330	+223%	+$34.8M	5.95%	1
2023 Q3	$21M	Sell	84,414 -67,155	-44%	-$12.3M	3.6%	2
2023 Q2	$29.4M	Buy	+151,569	New	+$26.4M	9.37%	1

Other funds holding AAPL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Kingswood Wealth Advisors's AAPL Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Apple (AAPL) stake by 3.3% in Q2 2026, buying an estimated $2.88M and bringing the position to 318,568 shares worth $92.2M. The position accounts for 3.72% of the portfolio, ranked #1.

Kingswood Wealth Advisors first reported a position in AAPL in Q2 2023 and has held it in 13 quarters since. 2,236 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Kingswood Wealth Advisors held 318,568 shares of Apple worth $92.2M as of Q2 2026.
Kingswood Wealth Advisors bought 10,081 Apple shares in Q2 2026, an estimated $2.88M.
Apple made up 3.72% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #1 holding.
Kingswood Wealth Advisors first reported a position in Apple in Q2 2023 and has held it in 13 quarters since.
2,236 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.