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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
2026
Q2 		$1.59M Buy
+5,500
New +$1.57M 0.01% 581
2020
Q4 		– Sell
-400
Closed -$1K – 692
2020
Q3 		$1K Buy
+400
New +$43.6K ﹤0.01% 651
2019
Q3 		– Sell
-1,600
Closed -$1K – 573
2019
Q2 		$1K Buy
+1,600
New +$78K ﹤0.01% 1151

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
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.