New Perspectives Inc’s Apple AAPL Stock Holding History

New Perspectives Inc’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	$3.1M	Sell	10,720 -380	-3%	-$109K	0.95%	11
2026 Q1	$2.82M	Hold	11,100	–	–	0.98%	11
2025 Q4	$3.02M	Hold	11,100	–	–	1.05%	11
2025 Q3	$2.83M	Hold	11,100	–	–	1.27%	11
2025 Q2	$2.28M	Sell	11,100 -1,375	-11%	-$278K	1.13%	11
2025 Q1	$2.77M	Sell	12,475 -230	-2%	-$53.3K	1.48%	10
2024 Q4	$3.18M	Buy	12,705 +6	+0%	+$1.41K	1.71%	9
2024 Q3	$2.96M	Buy	12,699 +99	+0.8%	+$22.1K	1.58%	9
2024 Q2	$2.65M	Buy	12,600 +100	+0.8%	+$18.6K	1.42%	8
2024 Q1	$2.14M	Buy	+12,500	New	+$2.27M	1.19%	10
2022 Q4	$1.47M	Buy	11,334 +5	+0%	+$715	1.13%	10
2022 Q3	$1.57M	Hold	11,329	–	–	1.35%	10
2022 Q2	$1.55M	Sell	11,329 -470	-4%	-$71.2K	1.26%	11
2022 Q1	$2.06M	Buy	11,799 +460	+4%	+$77.4K	1.48%	11
2021 Q4	$2.01M	Sell	11,339 -860	-7%	-$136K	1.42%	11
2021 Q3	$1.73M	Sell	12,199 -243	-2%	-$35.8K	1.27%	11
2021 Q2	$1.7M	Buy	+12,442	New	+$1.61M	1.32%	11

Other funds holding AAPL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

New Perspectives Inc's AAPL Position: Q2 2026 in Review

New Perspectives Inc reduced its Apple (AAPL) stake by 3.4% in Q2 2026, selling an estimated $109K and leaving 10,720 shares worth $3.1M. The position accounts for 0.95% of the portfolio, ranked #11.

New Perspectives Inc first reported a position in AAPL in Q2 2021 and has held it in 17 quarters since. The position peaked at $3.18M in Q4 2024. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

New Perspectives Inc held 10,720 shares of Apple worth $3.1M as of Q2 2026.
New Perspectives Inc sold 380 Apple shares in Q2 2026, an estimated $109K.
Apple made up 0.95% of New Perspectives Inc's portfolio in Q2 2026, its #11 holding.
New Perspectives Inc first reported a position in Apple in Q2 2021 and has held it in 17 quarters since.
New Perspectives Inc's Apple position peaked at $3.18M in Q4 2024.
2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on New Perspectives Inc's 13F filing for Q2 2026, filed 22 Jul 2026.