OneDigital Investment Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $179M | Buy |
617,608
+7,421
| +1% | +$2.12M | 1.51% | 9 |
|
|
2026
Q1 | $155M | Buy |
610,187
+11,272
| +2% | +$2.93M | 1.51% | 11 |
|
|
2025
Q4 | $163M | Buy |
598,915
+2,426
| +0.4% | +$651K | 1.6% | 11 |
|
|
2025
Q3 | $152M | Buy |
596,489
+12,196
| +2% | +$2.76M | 1.56% | 10 |
|
|
2025
Q2 | $120M | Sell |
584,293
-50,968
| -8% | -$10.3M | 1.33% | 16 |
|
|
2025
Q1 | $141M | Sell |
635,261
-15,236
| -2% | -$3.53M | 1.67% | 8 |
|
|
2024
Q4 | $163M | Sell |
650,497
-35,833
| -5% | -$8.44M | 1.89% | 7 |
|
|
2024
Q3 | $160M | Sell |
686,330
-4,579
| -0.7% | -$1.02M | 1.83% | 7 |
|
|
2024
Q2 | $146M | Buy |
690,909
+142,282
| +26% | +$26.5M | 1.82% | 7 |
|
|
2024
Q1 | $94.1M | Buy |
548,627
+17,465
| +3% | +$3.18M | 1.48% | 9 |
|
|
2023
Q4 | $102M | Buy |
531,162
+26,029
| +5% | +$4.81M | 1.79% | 7 |
|
|
2023
Q3 | $86.5M | Buy |
505,133
+5,142
| +1% | +$943K | 1.87% | 8 |
|
|
2023
Q2 | $97M | Sell |
499,991
-4,412
| -0.9% | -$769K | 2.15% | 5 |
|
|
2023
Q1 | $83.2M | Buy |
504,403
+36,379
| +8% | +$5.37M | 1.95% | 9 |
|
|
2022
Q4 | $60.8M | Buy |
468,024
+27,012
| +6% | +$3.86M | 1.76% | 10 |
|
|
2022
Q3 | $60.9M | Buy |
441,012
+57,673
| +15% | +$9.05M | 2.26% | 10 |
|
|
2022
Q2 | $52.4M | Sell |
383,339
-10,892
| -3% | -$1.65M | 2.25% | 12 |
|
|
2022
Q1 | $68.8M | Buy |
394,231
+14,317
| +4% | +$2.41M | 2.6% | 12 |
|
|
2021
Q4 | $67.5M | Sell |
379,914
-2,152
| -0.6% | -$340K | 2.39% | 12 |
|
|
2021
Q3 | $54.1M | Buy |
382,066
+19,039
| +5% | +$2.8M | 2.14% | 11 |
|
|
2021
Q2 | $49.7M | Buy |
363,027
+9,020
| +3% | +$1.17M | 2.05% | 12 |
|
|
2021
Q1 | $43.2M | Sell |
354,007
-4,249
| -1% | -$545K | 2.02% | 11 |
|
|
2020
Q4 | $47.5M | Sell |
358,256
-19,846
| -5% | -$2.39M | 2.47% | 10 |
|
|
2020
Q3 | $43.7M | Sell |
378,102
-8,774
| -2% | -$957K | 3.02% | 8 |
|
|
2020
Q2 | $35.3M | Buy |
386,876
+4,624
| +1% | +$358K | 2.54% | 8 |
|
|
2020
Q1 | $24.6M | Buy |
382,252
+14,708
| +4% | +$1.08M | 2.18% | 9 |
|
|
2019
Q4 | $27M | Sell |
367,544
-528
| -0.1% | -$34K | 2.13% | 9 |
|
|
2019
Q3 | $20.6M | Sell |
368,072
-119,392
| -24% | -$6.24M | 1.85% | 10 |
|
|
2019
Q2 | $24.1M | Buy |
487,464
+252,516
| +107% | +$12.3M | 1.87% | 13 |
|
|
2019
Q1 | $11.2M | Buy |
234,948
+10,600
| +5% | +$450K | 1.64% | 11 |
|
|
2018
Q4 | $8.85M | Buy |
224,348
+64,420
| +40% | +$3.12M | 1.49% | 12 |
|
|
2018
Q3 | $9.03M | Buy |
159,928
+3,628
| +2% | +$189K | 2.12% | 9 |
|
|
2018
Q2 | $7.23M | Sell |
156,300
-14,108
| -8% | -$640K | 1.52% | 12 |
|
|
2018
Q1 | $7.15M | Buy |
170,408
+20,856
| +14% | +$898K | 1.57% | 13 |
|
|
2017
Q4 | $6.33M | Buy |
149,552
+12,080
| +9% | +$505K | 0.72% | 14 |
|
|
2017
Q3 | $5.3M | Sell |
137,472
-21,144
| -13% | -$820K | 1.95% | 10 |
|
|
2017
Q2 | $5.71M | Buy |
+158,616
| New | +$5.86M | 1.7% | 12 |
|
Other funds holding AAPL
OneDigital Investment Advisors's AAPL Position: Q2 2026 in Review
OneDigital Investment Advisors increased its Apple (AAPL) stake by 1.2% in Q2 2026, buying an estimated $2.12M and bringing the position to 617,608 shares worth $179M. The position accounts for 1.51% of the portfolio, ranked #9.
OneDigital Investment Advisors first reported a position in AAPL in Q2 2017 and has held it in 37 quarters since. 4,143 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- OneDigital Investment Advisors held 617,608 shares of Apple worth $179M as of Q2 2026.
- OneDigital Investment Advisors bought 7,421 Apple shares in Q2 2026, an estimated $2.12M.
- Apple made up 1.51% of OneDigital Investment Advisors's portfolio in Q2 2026, its #9 holding.
- OneDigital Investment Advisors first reported a position in Apple in Q2 2017 and has held it in 37 quarters since.
- 4,143 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.