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Olistico Wealth’s Apple AAPL Stock Holding History

Olistico Wealth’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 		$17.6M Buy
60,934
+7
+0% +$2K 7.54% 2
2026
Q1 		$15.5M Sell
60,927
-1,147
-2% -$299K 7.62% 2
2025
Q4 		$16.9M Sell
62,074
-1,005
-2% -$270K 8.23% 2
2025
Q3 		$16.1M Buy
63,079
+4,361
+7% +$985K 8.49% 2
2025
Q2 		$12M Buy
58,718
+286
+0.5% +$57.8K 6.69% 3
2025
Q1 		$13M Sell
58,432
-4,300
-7% -$996K 8.02% 3
2024
Q4 		$15.7M Buy
62,732
+1,078
+2% +$254K 9.14% 2
2024
Q3 		$14.4M Sell
61,654
-2,621
-4% -$585K 8.78% 2
2024
Q2 		$13.5M Buy
64,275
+801
+1% +$149K 8.63% 2
2024
Q1 		$10.9M Sell
63,474
-4,107
-6% -$747K 7.86% 2
2023
Q4 		$13M Buy
67,581
+4,005
+6% +$739K 10.16% 1
2023
Q3 		$10.9M Buy
63,576
+932
+1% +$171K 9.72% 1
2023
Q2 		$12.2M Sell
62,644
-2,432
-4% -$424K 10.39% 1
2023
Q1 		$10.7M Buy
65,076
+86
+0.1% +$12.7K 10.29% 1
2022
Q4 		$8.44M Buy
+64,990
New +$9.29M 9.14% 1

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Olistico Wealth's AAPL Position: Q2 2026 in Review

Olistico Wealth increased its Apple (AAPL) stake by 0.01% in Q2 2026, buying an estimated $2K and bringing the position to 60,934 shares worth $17.6M. The position accounts for 7.54% of the portfolio, ranked #2.

Olistico Wealth first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 1,172 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Olistico Wealth held 60,934 shares of Apple worth $17.6M as of Q2 2026.
  • Olistico Wealth bought 7 Apple shares in Q2 2026, an estimated $2K.
  • Apple made up 7.54% of Olistico Wealth's portfolio in Q2 2026, its #2 holding.
  • Olistico Wealth first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 1,172 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.