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Nvest Wealth Strategies’s Apple AAPL Stock Holding History

Nvest Wealth Strategies’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 		$453K Sell
1,567
-466
-23% -$133K 0.28% 25
2026
Q1 		$516K Sell
2,033
-72
-3% -$18.7K 0.36% 24
2025
Q4 		$572K Buy
+2,105
New +$565K 0.42% 21

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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

Nvest Wealth Strategies's AAPL Position: Q2 2026 in Review

Nvest Wealth Strategies reduced its Apple (AAPL) stake by 23% in Q2 2026, selling an estimated $133K and leaving 1,567 shares worth $453K. The position accounts for 0.28% of the portfolio, ranked #25.

Nvest Wealth Strategies first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. The position peaked at $572K in Q4 2025. 4,143 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Nvest Wealth Strategies held 1,567 shares of Apple worth $453K as of Q2 2026.
  • Nvest Wealth Strategies sold 466 Apple shares in Q2 2026, an estimated $133K.
  • Apple made up 0.28% of Nvest Wealth Strategies's portfolio in Q2 2026, its #25 holding.
  • Nvest Wealth Strategies first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
  • Nvest Wealth Strategies's Apple position peaked at $572K in Q4 2025.
  • 4,143 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.