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NavPoint Financial’s Apple AAPL Stock Holding History

NavPoint Financial’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 		$10.9M Buy
37,730
+1
+0% +$286 4.05% 8
2026
Q1 		$9.58M Buy
37,729
+2
+0% +$521 3.87% 9
2025
Q4 		$10.3M Buy
37,727
+2,801
+8% +$752K 4.38% 6
2025
Q3 		$8.89M Buy
34,926
+2
+0% +$452 4.66% 7
2025
Q2 		$7.17M Sell
34,924
-2,273
-6% -$459K 4.33% 8
2025
Q1 		$8.26M Buy
37,197
+2,537
+7% +$588K 5.81% 7
2024
Q4 		$8.68M Buy
34,660
+427
+1% +$101K 6.86% 4
2024
Q3 		$7.98M Buy
34,233
+8
+0% +$1.79K 6.43% 5
2024
Q2 		$7.21M Buy
34,225
+9
+0% +$1.68K 6.26% 6
2024
Q1 		$5.87M Buy
34,216
+9
+0% +$1.64K 5.1% 7
2023
Q4 		$6.59M Buy
+34,207
New +$6.32M 6.04% 4

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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

NavPoint Financial's AAPL Position: Q2 2026 in Review

NavPoint Financial increased its Apple (AAPL) stake by 0% in Q2 2026, buying an estimated $286 and bringing the position to 37,730 shares worth $10.9M. The position accounts for 4.05% of the portfolio, ranked #8.

NavPoint Financial first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 2,936 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • NavPoint Financial held 37,730 shares of Apple worth $10.9M as of Q2 2026.
  • NavPoint Financial bought 1 Apple share in Q2 2026, an estimated $286.
  • Apple made up 4.05% of NavPoint Financial's portfolio in Q2 2026, its #8 holding.
  • NavPoint Financial first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 2,936 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on NavPoint Financial's 13F filing for Q2 2026, filed 23 Jul 2026.