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Northstar Financial Companies’s Apple AAPL Stock Holding History

Northstar Financial Companies’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 		$5.25M Sell
18,132
-344
-2% -$98.4K 3.54% 4
2026
Q1 		$4.69M Sell
18,476
-4,308
-19% -$1.12M 3.73% 4
2025
Q4 		$6.19M Buy
22,784
+295
+1% +$79.2K 4.93% 3
2025
Q3 		$5.73M Sell
22,489
-356
-2% -$80.4K 5.3% 3
2025
Q2 		$4.69M Sell
22,845
-795
-3% -$161K 4.87% 4
2025
Q1 		$5.25M Sell
23,640
-16,161
-41% -$3.74M 5.7% 3
2024
Q4 		$9.97M Buy
+39,801
New +$9.38M 9.43% 2

Other funds holding AAPL

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Northstar Financial Companies's AAPL Position: Q2 2026 in Review

Northstar Financial Companies reduced its Apple (AAPL) stake by 1.9% in Q2 2026, selling an estimated $98.4K and leaving 18,132 shares worth $5.25M. The position accounts for 3.54% of the portfolio, ranked #4.

Northstar Financial Companies first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.97M in Q4 2024. 3,879 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Northstar Financial Companies held 18,132 shares of Apple worth $5.25M as of Q2 2026.
  • Northstar Financial Companies sold 344 Apple shares in Q2 2026, an estimated $98.4K.
  • Apple made up 3.54% of Northstar Financial Companies's portfolio in Q2 2026, its #4 holding.
  • Northstar Financial Companies first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • Northstar Financial Companies's Apple position peaked at $9.97M in Q4 2024.
  • 3,879 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Northstar Financial Companies's 13F filing for Q2 2026, filed 6 Aug 2026.