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Motive Wealth Advisors’s Apple AAPL Stock Holding History

Motive 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 		$4.68M Buy
16,182
+245
+2% +$70.1K 1.93% 16
2026
Q1 		$4.04M Sell
15,937
-168
-1% -$43.7K 1.9% 16
2025
Q4 		$4.38M Sell
16,105
-131
-0.8% -$35.2K 1.86% 17
2025
Q3 		$4.13M Buy
16,236
+56
+0.3% +$12.7K 1.78% 18
2025
Q2 		$3.32M Buy
16,180
+1,778
+12% +$359K 1.51% 19
2025
Q1 		$3.2M Sell
14,402
-801
-5% -$186K 1.71% 17
2024
Q4 		$3.81M Buy
15,203
+1,852
+14% +$436K 2.04% 16
2024
Q3 		$2.81M Hold
13,351
– – 1.69% 19
2024
Q2 		$2.81M Sell
13,351
-165
-1% -$30.8K 1.69% 19
2024
Q1 		$2.32M Buy
13,516
+5,407
+67% +$983K 1.4% 18
2023
Q4 		$1.56M Sell
8,109
-2,309
-22% -$426K 1.8% 17
2023
Q3 		$1.78M Sell
10,418
-713
-6% -$131K 1.96% 17
2023
Q2 		$2.16M Buy
11,131
+248
+2% +$43.2K 2.24% 16
2023
Q1 		$1.79M Sell
10,883
-1,489
-12% -$220K 1.96% 18
2022
Q4 		$1.61M Buy
12,372
+638
+5% +$91.2K 1.23% 18
2022
Q3 		$1.62M Buy
11,734
+5,543
+90% +$870K 1.31% 19
2022
Q2 		$846K Sell
6,191
-2,500
-29% -$379K 0.67% 31
2022
Q1 		$1.52M Buy
8,691
+5,001
+136% +$841K 1.04% 23
2021
Q4 		$655K Buy
3,690
+362
+11% +$57.2K 0.39% 51
2021
Q3 		$471K Buy
3,328
+1,218
+58% +$179K 0.32% 55
2021
Q2 		$289K Buy
+2,110
New +$273K 0.21% 67

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

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

Motive Wealth Advisors increased its Apple (AAPL) stake by 1.5% in Q2 2026, buying an estimated $70.1K and bringing the position to 16,182 shares worth $4.68M. The position accounts for 1.93% of the portfolio, ranked #16.

Motive Wealth Advisors first reported a position in AAPL in Q2 2021 and has held it in 21 quarters since. 6,093 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Motive Wealth Advisors held 16,182 shares of Apple worth $4.68M as of Q2 2026.
  • Motive Wealth Advisors bought 245 Apple shares in Q2 2026, an estimated $70.1K.
  • Apple made up 1.93% of Motive Wealth Advisors's portfolio in Q2 2026, its #16 holding.
  • Motive Wealth Advisors first reported a position in Apple in Q2 2021 and has held it in 21 quarters since.
  • 6,093 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Motive Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.