NorthRock Partners’s Apple AAPL Stock Holding History

NorthRock Partners’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 Q1	–	Sell	-200	Closed	-$54.4K	–	679
2025 Q4	$54.4K	Buy	+200	New	+$53.7K	﹤0.01%	607

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

NorthRock Partners's AAPL Position: Q2 2026 in Review

NorthRock Partners reduced its Apple (AAPL) stake by 1.2% in Q2 2026, selling an estimated $2.6M and leaving 764,922 shares worth $221M. The position accounts for 3.21% of the portfolio, ranked #9.

NorthRock Partners first reported a position in AAPL in Q4 2014 and has held it in 47 quarters since. 6,124 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

NorthRock Partners held 764,922 shares of Apple worth $221M as of Q2 2026.
NorthRock Partners sold 9,090 Apple shares in Q2 2026, an estimated $2.6M.
Apple made up 3.21% of NorthRock Partners's portfolio in Q2 2026, its #9 holding.
NorthRock Partners first reported a position in Apple in Q4 2014 and has held it in 47 quarters since.
6,124 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.