OFW
AAPL icon

Omnia Family Wealth’s Apple AAPL Stock Holding History

Omnia Family 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 		$9.19M Sell
31,756
-57
-0.2% -$16.3K 2.46% 9
2026
Q1 		$8.07M Sell
31,813
-6,654
-17% -$1.73M 2.54% 8
2025
Q4 		$10.5M Sell
38,467
-1,385
-3% -$372K 3.09% 6
2025
Q3 		$10.1M Sell
39,852
-958
-2% -$216K 3.29% 7
2025
Q2 		$8.37M Sell
40,810
-603
-1% -$122K 3.03% 7
2025
Q1 		$9.2M Buy
41,413
+4,365
+12% +$1.01M 3.85% 6
2024
Q4 		$9.28M Buy
37,048
+741
+2% +$175K 3.83% 6
2024
Q3 		$8.46M Buy
36,307
+1,611
+5% +$360K 3.63% 7
2024
Q2 		$7.31M Buy
34,696
+1,756
+5% +$327K 3.09% 8
2024
Q1 		$5.65M Buy
32,940
+2,257
+7% +$410K 2.65% 8
2023
Q4 		$5.91M Buy
30,683
+635
+2% +$117K 3.03% 7
2023
Q3 		$5.14M Sell
30,048
-860
-3% -$158K 3.19% 10
2023
Q2 		$6M Sell
30,908
-82
-0.3% -$14.3K 4.07% 6
2023
Q1 		$5.11M Sell
30,990
-87
-0.3% -$12.8K 3.93% 6
2022
Q4 		$4.04M Sell
31,077
-926
-3% -$132K 3.27% 9
2022
Q3 		$4.42M Sell
32,003
-27
-0.1% -$4.24K 3.64% 7
2022
Q2 		$4.38M Buy
32,030
+28
+0.1% +$4.24K 3.22% 8
2022
Q1 		$5.59M Sell
32,002
-5,218
-14% -$877K 3.71% 6
2021
Q4 		$6.61M Buy
37,220
+3,878
+12% +$613K 4.02% 4
2021
Q3 		$4.72M Buy
33,342
+2,113
+7% +$311K 3.25% 6
2021
Q2 		$4.28M Buy
31,229
+212
+0.7% +$27.5K 2.74% 10
2021
Q1 		$3.79M Sell
31,017
-4,449
-13% -$571K 2.81% 7
2020
Q4 		$4.71M Buy
35,466
+1,803
+5% +$217K 4.29% 6
2020
Q3 		$3.9M Sell
33,663
-18,689
-36% -$2.04M 3.72% 6
2020
Q2 		$4.77M Sell
52,352
-16,296
-24% -$1.26M 4.68% 6
2020
Q1 		$4.36M Sell
68,648
-13,164
-16% -$968K 4.54% 5
2019
Q4 		$6.01M Buy
81,812
+47,572
+139% +$3.06M 2.75% 7
2019
Q3 		$1.92M Sell
34,240
-2,492
-7% -$130K 1.4% 15
2019
Q2 		$1.82M Sell
36,732
-3,492
-9% -$170K 0.92% 19
2019
Q1 		$1.91M Buy
40,224
+420
+1% +$17.8K 0.94% 18
2018
Q4 		$1.57M Buy
39,804
+404
+1% +$19.6K 0.85% 18
2018
Q3 		$2.22M Sell
39,400
-1,016
-3% -$52.9K 1.02% 14
2018
Q2 		$1.87M Sell
40,416
-8,620
-18% -$391K 0.87% 15
2018
Q1 		$2.06M Buy
49,036
+464
+1% +$20K 0.94% 15
2017
Q4 		$2.06M Buy
48,572
+1,816
+4% +$75.9K 0.94% 16
2017
Q3 		$1.8M Sell
46,756
-1,172
-2% -$45.5K 0.87% 18
2017
Q2 		$1.73M Buy
47,928
+5,044
+12% +$186K 0.83% 19
2017
Q1 		$1.54M Buy
42,884
+632
+1% +$20.8K 0.75% 19
2016
Q4 		$1.22M Buy
+42,252
New +$1.2M 0.61% 22

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
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Omnia Family Wealth's AAPL Position: Q2 2026 in Review

Omnia Family Wealth reduced its Apple (AAPL) stake by 0.18% in Q2 2026, selling an estimated $16.3K and leaving 31,756 shares worth $9.19M. The position accounts for 2.46% of the portfolio, ranked #9.

Omnia Family Wealth first reported a position in AAPL in Q4 2016 and has held it in 39 quarters since. The position peaked at $10.5M in Q4 2025. 2,662 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Omnia Family Wealth held 31,756 shares of Apple worth $9.19M as of Q2 2026.
  • Omnia Family Wealth sold 57 Apple shares in Q2 2026, an estimated $16.3K.
  • Apple made up 2.46% of Omnia Family Wealth's portfolio in Q2 2026, its #9 holding.
  • Omnia Family Wealth first reported a position in Apple in Q4 2016 and has held it in 39 quarters since.
  • Omnia Family Wealth's Apple position peaked at $10.5M in Q4 2025.
  • 2,662 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Omnia Family Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.