One Wealth Management Investment & Advisory Services’s Apple AAPL Stock Holding History

One Wealth Management Investment & Advisory Services’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	$13.8M	Sell	47,792 -884	-2%	-$253K	14.52%	1
2026 Q1	$12.4M	Sell	48,676 -491	-1%	-$128K	14.88%	1
2025 Q4	$13.4M	Buy	49,167 +210	+0.4%	+$56.4K	14.58%	1
2025 Q3	$12.5M	Buy	48,957 +644	+1%	+$145K	14.48%	1
2025 Q2	$9.91M	Buy	48,313 +5,682	+13%	+$1.15M	12.77%	1
2025 Q1	$9.47M	Buy	42,631 +769	+2%	+$178K	15.69%	1
2024 Q4	$10.5M	Buy	41,862 +819	+2%	+$193K	16.62%	1
2024 Q3	$9.56M	Sell	41,043 -4,484	-10%	-$1M	16.77%	1
2024 Q2	$9.59M	Sell	45,527 -2,525	-5%	-$471K	3.82%	4
2024 Q1	$8.24M	Sell	48,052 -3,650	-7%	-$664K	3.37%	6
2023 Q4	$9.95M	Buy	+51,702	New	+$9.55M	4.44%	3

Other funds holding AAPL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

One Wealth Management Investment & Advisory Services's AAPL Position: Q2 2026 in Review

One Wealth Management Investment & Advisory Services reduced its Apple (AAPL) stake by 1.8% in Q2 2026, selling an estimated $253K and leaving 47,792 shares worth $13.8M. The position accounts for 14.52% of the portfolio, ranked #1.

One Wealth Management Investment & Advisory Services first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

One Wealth Management Investment & Advisory Services held 47,792 shares of Apple worth $13.8M as of Q2 2026.
One Wealth Management Investment & Advisory Services sold 884 Apple shares in Q2 2026, an estimated $253K.
Apple made up 14.52% of One Wealth Management Investment & Advisory Services's portfolio in Q2 2026, its #1 holding.
One Wealth Management Investment & Advisory Services first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.