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Moneta Group Investment Advisors’s Apple AAPL Stock Holding History

Moneta Group Investment 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
2018
Q1 		– Sell
-20,000
Closed -$846K – 595
2017
Q4 		$846K Buy
+20,000
New +$836K 0.13% 82

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

Moneta Group Investment Advisors's AAPL Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Apple (AAPL) stake by 5% in Q2 2026, buying an estimated $10.1M and bringing the position to 744,798 shares worth $216M. The position accounts for 1.59% of the portfolio, ranked #15.

Moneta Group Investment Advisors first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. 6,135 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Moneta Group Investment Advisors held 744,798 shares of Apple worth $216M as of Q2 2026.
  • Moneta Group Investment Advisors bought 35,476 Apple shares in Q2 2026, an estimated $10.1M.
  • Apple made up 1.59% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #15 holding.
  • Moneta Group Investment Advisors first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
  • 6,135 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.