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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
Q2 		$3.47M Buy
12,000
+7,000
+140% +$2M 0.05% 157
2026
Q1 		$1.27M Sell
5,000
-7,400
-60% -$1.93M 0.02% 261
2025
Q4 		$3.37M Buy
12,400
+4,600
+59% +$1.23M 0.06% 148
2025
Q3 		$1.99M Buy
7,800
+800
+11% +$181K 0.04% 212
2025
Q2 		$1.44M Sell
7,000
-5,100
-42% -$1.03M 0.04% 174
2025
Q1 		$2.69M Buy
12,100
+100
+0.8% +$23.2K 0.09% 97
2024
Q4 		$3.01M Hold
12,000
– – 0.1% 91
2024
Q3 		$2.8M Buy
+12,000
New +$2.68M 0.09% 98
2024
Q2 		– Sell
-10,000
Closed -$1.71M – 811
2024
Q1 		$1.71M Sell
10,000
-2,300
-19% -$418K 0.07% 137
2023
Q4 		$2.37M Hold
12,300
– – 0.1% 107
2023
Q3 		$2.11M Buy
+12,300
New +$2.26M 0.22% 51

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

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.