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Narus Financial Partners’s Apple AAPL Stock Holding History

Narus Financial Partners’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 		$5.19M Sell
17,935
-2,267
-11% -$648K 1.33% 9
2026
Q1 		$5.13M Buy
20,202
+288
+1% +$75K 1.34% 7
2025
Q4 		$5.41M Buy
19,914
+43
+0.2% +$11.5K 1.49% 7
2025
Q3 		$5.06M Buy
19,871
+1,272
+7% +$287K 1.38% 7
2025
Q2 		$3.82M Buy
18,599
+923
+5% +$186K 1.19% 8
2025
Q1 		$3.93M Sell
17,676
-440
-2% -$102K 1.34% 8
2024
Q4 		$4.54M Buy
18,116
+580
+3% +$137K 1.53% 7
2024
Q3 		$4.09M Sell
17,536
-482
-3% -$108K 1.46% 6
2024
Q2 		$3.79M Sell
18,018
-444
-2% -$82.8K 1.53% 5
2024
Q1 		$3.17M Sell
18,462
-263
-1% -$47.8K 1.35% 11
2023
Q4 		$3.61M Sell
18,725
-257
-1% -$47.5K 1.74% 7
2023
Q3 		$3.25M Sell
18,982
-49
-0.3% -$8.99K 1.67% 6
2023
Q2 		$3.69M Sell
19,031
-219
-1% -$38.2K 1.91% 4
2023
Q1 		$3.17M Sell
19,250
-1,007
-5% -$149K 1.72% 7
2022
Q4 		$2.63M Sell
20,257
-495
-2% -$70.7K 1.52% 7
2022
Q3 		$2.87M Sell
20,752
-1,254
-6% -$197K 1.81% 5
2022
Q2 		$3.01M Sell
22,006
-2
-0% -$303 1.92% 6
2022
Q1 		$3.84M Buy
+22,008
New +$3.7M 2.15% 5
2021
Q1 		$2.97M Buy
+24,283
New +$3.12M 1.77% 5
2019
Q4 		$1.86M Sell
25,324
-3,816
-13% -$245K 1.3% 7
2019
Q3 		$1.63M Sell
29,140
-1,200
-4% -$62.7K 1.2% 7
2019
Q2 		$1.5M Buy
+30,340
New +$1.48M 1.16% 7
2017
Q3 		$1.22M Buy
31,736
+16
+0.1% +$621 1.08% 11
2017
Q2 		$1.14M Sell
31,720
-1,484
-4% -$54.9K 1.06% 10
2017
Q1 		$1.19M Buy
33,204
+6,384
+24% +$210K 1.15% 9
2016
Q4 		$777K Buy
+26,820
New +$760K 0.82% 20

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Narus Financial Partners's AAPL Position: Q2 2026 in Review

Narus Financial Partners reduced its Apple (AAPL) stake by 11% in Q2 2026, selling an estimated $648K and leaving 17,935 shares worth $5.19M. The position accounts for 1.33% of the portfolio, ranked #9.

Narus Financial Partners first reported a position in AAPL in Q4 2016 and has held it in 26 quarters since. The position peaked at $5.41M in Q4 2025. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Narus Financial Partners held 17,935 shares of Apple worth $5.19M as of Q2 2026.
  • Narus Financial Partners sold 2,267 Apple shares in Q2 2026, an estimated $648K.
  • Apple made up 1.33% of Narus Financial Partners's portfolio in Q2 2026, its #9 holding.
  • Narus Financial Partners first reported a position in Apple in Q4 2016 and has held it in 26 quarters since.
  • Narus Financial Partners's Apple position peaked at $5.41M in Q4 2025.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.