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New Century Financial Group’s Apple AAPL Stock Holding History

New Century Financial Group’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
2025
Q4 		– Sell
-6,664
Closed -$1.7M – 1
2025
Q3 		$1.7M Sell
6,664
-877
-12% -$198K 3.02% 4
2025
Q2 		$1.55M Buy
7,541
+6,560
+669% +$1.32M 1.82% 13
2025
Q1 		$218K Sell
981
-27,522
-97% -$6.38M 0.25% 122
2024
Q4 		$6.94M Sell
28,503
-8,113
-22% -$1.91M 2.95% 2
2024
Q3 		$8.53M Buy
36,616
+1,439
+4% +$321K 3.13% 2
2024
Q2 		$7.41M Buy
35,177
+23,080
+191% +$4.3M 3.15% 2
2024
Q1 		$2.07M Sell
12,097
-3,455
-22% -$628K 1.44% 8
2023
Q4 		$2.99M Buy
+15,552
New +$2.87M 2.59% 4

Other funds holding AAPL

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
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

New Century Financial Group's AAPL Position: Q4 2025 in Review

New Century Financial Group sold out of Apple (AAPL) in Q4 2025, closing a stake of 6,664 shares — an estimated $1.7M sold.

New Century Financial Group first reported a position in AAPL in Q4 2023 and held it in 8 quarters. The position peaked at $8.53M in Q3 2024. 6,111 funds tracked by Wall St. Rank hold AAPL as of Q4 2025.

  • New Century Financial Group reported no remaining Apple position as of Q4 2025 after selling out during the quarter.
  • New Century Financial Group sold 6,664 Apple shares in Q4 2025, an estimated $1.7M.
  • New Century Financial Group first reported a position in Apple in Q4 2023 and held it in 8 quarters.
  • New Century Financial Group's Apple position peaked at $8.53M in Q3 2024.
  • 6,111 funds tracked by Wall St. Rank held Apple as of Q4 2025.

Based on New Century Financial Group's 13F filing for Q4 2025.