OneDigital Investment Advisors’s Apple AAPL Stock Holding History

OneDigital Investment 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
2021 Q4	–	Sell	-500	Closed	-$6K	–	791
2021 Q3	$6K	Hold	500	–	–	﹤0.01%	753
2021 Q2	$6K	Hold	500	–	–	﹤0.01%	732
2021 Q1	$4K	Buy	+500	New	+$64.2K	﹤0.01%	681
2020 Q4	–	Sell	-400	Closed	-$2K	–	691
2020 Q3	$2K	Sell	400 -159,600	-100%	-$17.4M	﹤0.01%	649
2020 Q2	$1.16M	Hold	160,000	–	–	0.08%	191
2020 Q1	$1.16M	Sell	160,000 -80,000	-33%	-$5.88M	0.1%	178
2019 Q4	$3.32M	Buy	240,000 +228,000	+1,900%	+$14.7M	0.26%	84
2019 Q3	$56K	Buy	+12,000	New	+$627K	0.01%	524

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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.