Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.24M Sell
25,007
-23
-0.1% -$6.58K 2.11% 14
2026
Q1
$6.35M Sell
25,030
-581
-2% -$151K 2.03% 14
2025
Q4
$6.96M Buy
25,611
+20,416
+393% +$5.48M 2.54% 13
2025
Q3
$1.32M Sell
5,195
-27,957
-84% -$6.32M 0.56% 30
2025
Q2
$6.8M Sell
33,152
-954
-3% -$193K 3.16% 10
2025
Q1
$7.58M Buy
34,106
+319
+0.9% +$73.9K 3.75% 9
2024
Q4
$8.46M Sell
33,787
-317
-0.9% -$74.7K 4.27% 7
2024
Q3
$7.95M Buy
34,104
+595
+2% +$133K 3.91% 9
2024
Q2
$7.06M Sell
33,509
-208
-0.6% -$38.8K 3.64% 9
2024
Q1
$5.78M Sell
33,717
-177
-0.5% -$32.2K 3.02% 10
2023
Q4
$6.53M Buy
33,894
+554
+2% +$102K 4.11% 7
2023
Q3
$5.71M Sell
33,340
-182
-0.5% -$33.4K 3.94% 8
2023
Q2
$6.5M Sell
33,522
-384
-1% -$66.9K 4.36% 7
2023
Q1
$5.59M Buy
33,906
+118
+0.3% +$17.4K 3.78% 8
2022
Q4
$4.39M Sell
33,788
-566
-2% -$80.9K 3.21% 9
2022
Q3
$4.75M Sell
34,354
-72
-0.2% -$11.3K 3.87% 6
2022
Q2
$4.71M Sell
34,426
-792
-2% -$120K 3.87% 7
2022
Q1
$6.15M Sell
35,218
-2,575
-7% -$433K 5.25% 5
2021
Q4
$6.71M Buy
+37,793
New +$5.97M 5.43% 4

Other funds holding AAPL

Nova R Wealth's AAPL Position: Q2 2026 in Review

Nova R Wealth reduced its Apple (AAPL) stake by 0.09% in Q2 2026, selling an estimated $6.58K and leaving 25,007 shares worth $7.24M. The position accounts for 2.11% of the portfolio, ranked #14.

Nova R Wealth first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.46M in Q4 2024. 1,328 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Nova R Wealth held 25,007 shares of Apple worth $7.24M as of Q2 2026.
  • Nova R Wealth sold 23 Apple shares in Q2 2026, an estimated $6.58K.
  • Apple made up 2.11% of Nova R Wealth's portfolio in Q2 2026, its #14 holding.
  • Nova R Wealth first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • Nova R Wealth's Apple position peaked at $8.46M in Q4 2024.
  • 1,328 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Nova R Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.