Regatta Research & Money Management’s Apple AAPL Stock Holding History

Regatta Research & Money Management’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	$193K	Buy	+669	New	+$191K	0.18%	109

Other funds holding AAPL

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

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

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

Norges Bank Oslo, Norway $1T AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Regatta Research & Money Management's AAPL Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Apple (AAPL) in Q2 2026: 669 shares worth $193K. The stake represents 0.18% of the portfolio and ranks #109 among its holdings.

5,060 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Regatta Research & Money Management held 669 shares of Apple worth $193K as of Q2 2026.
Apple was a new Regatta Research & Money Management position in Q2 2026.
Apple made up 0.18% of Regatta Research & Money Management's portfolio in Q2 2026, its #109 holding.
5,060 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.