NWWA
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New Wave Wealth Advisors’s Apple AAPL Stock Holding History

New Wave 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 		$5.3M Buy
18,307
+3,114
+20% +$891K 1.44% 17
2026
Q1 		$3.86M Buy
15,193
+796
+6% +$207K 1.34% 18
2025
Q4 		$3.91M Buy
14,397
+88
+0.6% +$23.6K 1.43% 17
2025
Q3 		$3.64M Sell
14,309
-378
-3% -$85.4K 1.42% 19
2025
Q2 		$3.01M Sell
14,687
-6,859
-32% -$1.39M 1.28% 22
2025
Q1 		$4.79M Sell
21,546
-515
-2% -$119K 2.14% 12
2024
Q4 		$5.52M Sell
22,061
-1,095
-5% -$258K 2.26% 7
2024
Q3 		$5.4M Sell
23,156
-178
-0.8% -$39.8K 2.49% 8
2024
Q2 		$4.91M Buy
+23,334
New +$4.35M 2.64% 7

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

New Wave Wealth Advisors increased its Apple (AAPL) stake by 20% in Q2 2026, buying an estimated $891K and bringing the position to 18,307 shares worth $5.3M. The position accounts for 1.44% of the portfolio, ranked #17.

New Wave Wealth Advisors first reported a position in AAPL in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.52M in Q4 2024. 2,580 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • New Wave Wealth Advisors held 18,307 shares of Apple worth $5.3M as of Q2 2026.
  • New Wave Wealth Advisors bought 3,114 Apple shares in Q2 2026, an estimated $891K.
  • Apple made up 1.44% of New Wave Wealth Advisors's portfolio in Q2 2026, its #17 holding.
  • New Wave Wealth Advisors first reported a position in Apple in Q2 2024 and has held it in 9 quarters since.
  • New Wave Wealth Advisors's Apple position peaked at $5.52M in Q4 2024.
  • 2,580 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.