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Mowery & Schoenfeld Wealth Management’s Aptiv APTV Stock Holding History

Mowery & Schoenfeld Wealth Management’s Portfolio APTV Stock Details APTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-44
Closed -$2.66K – 466
2024
Q4 		$2.66K Buy
+44
New +$2.69K 0.01% 370

Other funds holding APTV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's APTV Position: Q1 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Aptiv (APTV) in Q1 2025, closing a stake of 44 shares — an estimated $2.66K sold.

Mowery & Schoenfeld Wealth Management first reported a position in APTV in Q4 2024 and held it in 1 quarter. The position peaked at $2.66K in Q4 2024. 623 funds tracked by Wall St. Rank hold APTV as of Q1 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Aptiv position as of Q1 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 44 Aptiv shares in Q1 2025, an estimated $2.66K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Aptiv in Q4 2024 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Aptiv position peaked at $2.66K in Q4 2024.
  • 623 funds tracked by Wall St. Rank held Aptiv as of Q1 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.