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New Insight Wealth Advisors’s Apple AAPL Stock Holding History

New Insight Wealth Advisors’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 		$5.62M Buy
19,427
+1,129
+6% +$323K 1.66% 17
2026
Q1 		$4.64M Sell
18,298
-584
-3% -$152K 1.67% 18
2025
Q4 		$5.13M Buy
18,882
+3,468
+22% +$931K 1.83% 17
2025
Q3 		$3.92M Sell
15,414
-2,260
-13% -$511K 1.48% 20
2025
Q2 		$3.63M Sell
17,674
-556
-3% -$112K 1.49% 19
2025
Q1 		$4.05M Sell
18,230
-148
-0.8% -$34.3K 1.84% 15
2024
Q4 		$4.6M Sell
18,378
-352
-2% -$83K 2.31% 13
2024
Q3 		$4.36M Sell
18,730
-1,049
-5% -$234K 2.3% 13
2024
Q2 		$4.17M Buy
19,779
+971
+5% +$181K 2.45% 12
2024
Q1 		$3.23M Sell
18,808
-611
-3% -$111K 2.01% 16
2023
Q4 		$3.74M Buy
+19,419
New +$3.59M 2.52% 15

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

New Insight Wealth Advisors's AAPL Position: Q2 2026 in Review

New Insight Wealth Advisors increased its Apple (AAPL) stake by 6.2% in Q2 2026, buying an estimated $323K and bringing the position to 19,427 shares worth $5.62M. The position accounts for 1.66% of the portfolio, ranked #17.

New Insight Wealth Advisors first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 6,118 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • New Insight Wealth Advisors held 19,427 shares of Apple worth $5.62M as of Q2 2026.
  • New Insight Wealth Advisors bought 1,129 Apple shares in Q2 2026, an estimated $323K.
  • Apple made up 1.66% of New Insight Wealth Advisors's portfolio in Q2 2026, its #17 holding.
  • New Insight Wealth Advisors first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 6,118 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.