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Nvest Financial’s Apple AAPL Stock Holding History

Nvest Financial’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 		$12.2M Sell
42,290
-3,541
-8% -$1.01M 3.87% 3
2026
Q1 		$11.6M Buy
45,831
+985
+2% +$256K 4.33% 3
2025
Q4 		$12.2M Buy
44,846
+13,106
+41% +$3.52M 5.07% 2
2025
Q3 		$8.08M Sell
31,740
-6,510
-17% -$1.47M 4.64% 2
2025
Q2 		$7.85M Buy
38,250
+3,465
+10% +$700K 4.09% 4
2025
Q1 		$7.73M Sell
34,785
-706
-2% -$164K 4.14% 4
2024
Q4 		$8.89M Buy
35,491
+1,943
+6% +$458K 4.51% 3
2024
Q3 		$7.82M Sell
33,548
-317
-0.9% -$70.8K 4.46% 4
2024
Q2 		$7.13M Sell
33,865
-521
-2% -$97.2K 4.39% 5
2024
Q1 		$5.9M Buy
34,386
+1,299
+4% +$236K 3.93% 5
2023
Q4 		$6.37M Buy
33,087
+842
+3% +$155K 5.01% 5
2023
Q3 		$5.52M Sell
32,245
-159
-0.5% -$29.2K 5.16% 5
2023
Q2 		$6.29M Sell
32,404
-1,190
-4% -$207K 5.5% 5
2023
Q1 		$5.54M Buy
33,594
+7,055
+27% +$1.04M 5.77% 4
2022
Q4 		$3.45M Buy
26,539
+813
+3% +$116K 4.31% 6
2022
Q3 		$3.56M Sell
25,726
-178
-0.7% -$27.9K 5.03% 5
2022
Q2 		$3.54M Buy
25,904
+179
+0.7% +$27.1K 3.72% 6
2022
Q1 		$4.49M Buy
+25,725
New +$4.33M 3.69% 8

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

Nvest Financial's AAPL Position: Q2 2026 in Review

Nvest Financial reduced its Apple (AAPL) stake by 7.7% in Q2 2026, selling an estimated $1.01M and leaving 42,290 shares worth $12.2M. The position accounts for 3.87% of the portfolio, ranked #3.

Nvest Financial first reported a position in AAPL in Q1 2022 and has held it in 18 quarters since. 6,126 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Nvest Financial held 42,290 shares of Apple worth $12.2M as of Q2 2026.
  • Nvest Financial sold 3,541 Apple shares in Q2 2026, an estimated $1.01M.
  • Apple made up 3.87% of Nvest Financial's portfolio in Q2 2026, its #3 holding.
  • Nvest Financial first reported a position in Apple in Q1 2022 and has held it in 18 quarters since.
  • 6,126 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Nvest Financial's 13F filing for Q2 2026, filed 30 Jul 2026.