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Oak Wealth Advisors’s Apple AAPL Stock Holding History

Oak Wealth Advisors’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 		$2.15M Buy
7,431
+2,015
+37% +$576K 1.03% 15
2026
Q1 		$1.37M Buy
5,416
+110
+2% +$28.6K 0.76% 19
2025
Q4 		$1.44M Buy
5,306
+196
+4% +$52.6K 0.83% 17
2025
Q3 		$1.3M Sell
5,110
-133
-3% -$30K 0.76% 19
2025
Q2 		$1.08M Hold
5,243
– – 0.69% 19
2025
Q1 		$1.16M Buy
5,243
+1,388
+36% +$322K 0.86% 17
2024
Q4 		$965K Buy
+3,855
New +$909K 0.74% 20

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Oak Wealth Advisors's AAPL Position: Q2 2026 in Review

Oak Wealth Advisors increased its Apple (AAPL) stake by 37% in Q2 2026, buying an estimated $576K and bringing the position to 7,431 shares worth $2.15M. The position accounts for 1.03% of the portfolio, ranked #15.

Oak Wealth Advisors first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 2,778 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Oak Wealth Advisors held 7,431 shares of Apple worth $2.15M as of Q2 2026.
  • Oak Wealth Advisors bought 2,015 Apple shares in Q2 2026, an estimated $576K.
  • Apple made up 1.03% of Oak Wealth Advisors's portfolio in Q2 2026, its #15 holding.
  • Oak Wealth Advisors first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 2,778 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Oak Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.