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N.E.W. Advisory Services’s Apple AAPL Stock Holding History

N.E.W. Advisory Services’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 		$21.4M Buy
73,976
+6,339
+9% +$1.81M 1.43% 17
2026
Q1 		$17.2M Sell
67,637
-1,654
-2% -$430K 1.28% 20
2025
Q4 		$18.8M Buy
69,291
+15,620
+29% +$4.19M 1.39% 17
2025
Q3 		$13.7M Sell
53,671
-831
-2% -$188K 1.22% 19
2025
Q2 		$11.2M Sell
54,502
-34,534
-39% -$6.97M 1.09% 20
2025
Q1 		$19.8M Buy
89,036
+21,990
+33% +$5.09M 1.51% 17
2024
Q4 		$16.8M Sell
67,046
-617
-0.9% -$145K 1.59% 16
2024
Q3 		$15.8M Sell
67,663
-2,852
-4% -$637K 1.55% 17
2024
Q2 		$14.9M Buy
70,515
+2,220
+3% +$414K 1.6% 16
2024
Q1 		$11.7M Buy
68,295
+728
+1% +$132K 1.3% 18
2023
Q4 		$13M Buy
67,567
+1,822
+3% +$336K 1.57% 17
2023
Q3 		$11.3M Buy
65,745
+12,471
+23% +$2.29M 1.6% 17
2023
Q2 		$10.3M Sell
53,274
-2,539
-5% -$442K 1.44% 18
2023
Q1 		$9.2M Sell
55,813
-4,398
-7% -$649K 1.34% 18
2022
Q4 		$7.82M Buy
60,211
+5,590
+10% +$799K 1.22% 18
2022
Q3 		$7.55M Sell
54,621
-5,933
-10% -$931K 1.37% 18
2022
Q2 		$8.28M Buy
60,554
+6,540
+12% +$990K 1.45% 18
2022
Q1 		$6.6M Sell
54,014
-232
-0.4% -$39K 1.25% 18
2021
Q4 		$9.63M Sell
54,246
-535
-1% -$84.5K 1.45% 17
2021
Q3 		$7.75M Buy
54,781
+512
+0.9% +$75.4K 1.26% 18
2021
Q2 		$7.44M Buy
54,269
+255
+0.5% +$33K 1.24% 19
2021
Q1 		$6.64M Sell
54,014
-65
-0.1% -$8.34K 1.24% 19
2020
Q4 		$7.17M Buy
54,079
+7,398
+16% +$890K 1.51% 19
2020
Q3 		$5.41M Buy
46,681
+4,173
+10% +$455K 1.53% 18
2020
Q2 		$3.88M Buy
+42,508
New +$3.29M 1.21% 19
2019
Q4 		$3.05M Buy
+41,608
New +$2.68M 0.99% 23

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

N.E.W. Advisory Services's AAPL Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Apple (AAPL) stake by 9.4% in Q2 2026, buying an estimated $1.81M and bringing the position to 73,976 shares worth $21.4M. The position accounts for 1.43% of the portfolio, ranked #17.

N.E.W. Advisory Services first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. 4,143 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • N.E.W. Advisory Services held 73,976 shares of Apple worth $21.4M as of Q2 2026.
  • N.E.W. Advisory Services bought 6,339 Apple shares in Q2 2026, an estimated $1.81M.
  • Apple made up 1.43% of N.E.W. Advisory Services's portfolio in Q2 2026, its #17 holding.
  • N.E.W. Advisory Services first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • 4,143 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.