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Onyx Bridge Wealth Group’s Apple AAPL Stock Holding History

Onyx Bridge Wealth Group’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 		$27.1M Buy
93,792
+360
+0.4% +$103K 2.44% 7
2026
Q1 		$23.7M Sell
93,432
-2,898
-3% -$754K 2.55% 5
2025
Q4 		$26.2M Sell
96,330
-2,983
-3% -$801K 2.79% 3
2025
Q3 		$25.3M Buy
99,313
+11,408
+13% +$2.58M 2.75% 3
2025
Q2 		$18M Sell
87,905
-2,555
-3% -$516K 2.38% 5
2025
Q1 		$20.1M Sell
90,460
-1,972
-2% -$457K 2.88% 6
2024
Q4 		$23.1M Buy
92,432
+180
+0.2% +$42.4K 3.33% 4
2024
Q3 		$21.5M Sell
92,252
-632
-0.7% -$141K 3.24% 4
2024
Q2 		$19.6M Buy
92,884
+734
+0.8% +$137K 3.21% 4
2024
Q1 		$15.6M Buy
92,150
+781
+0.9% +$142K 2.79% 7
2023
Q4 		$17.6M Buy
91,369
+3,773
+4% +$697K 3.55% 7
2023
Q3 		$15M Buy
87,596
+502
+0.6% +$92.1K 3.51% 7
2023
Q2 		$16.9M Buy
87,094
+11,521
+15% +$2.01M 4.04% 5
2023
Q1 		$12.5M Buy
75,573
+358
+0.5% +$52.8K 4.97% 3
2022
Q4 		$9.75M Buy
75,215
+23,631
+46% +$3.38M 3.97% 7
2022
Q3 		$7.14M Sell
51,584
-1,226
-2% -$192K 3.25% 8
2022
Q2 		$8.14M Sell
52,810
-3,416
-6% -$517K 3.63% 7
2022
Q1 		$8.8M Sell
56,226
-4,008
-7% -$674K 3.34% 7
2021
Q4 		$11M Buy
60,234
+1,278
+2% +$202K 3.7% 8
2021
Q3 		$8.64M Buy
58,956
+1,665
+3% +$245K 3.25% 8
2021
Q2 		$8.39M Buy
57,291
+6,364
+12% +$825K 3.63% 7
2021
Q1 		$6.22M Buy
50,927
+6,824
+15% +$876K 3.11% 9
2020
Q4 		$5.85M Buy
+44,103
New +$5.3M 3.83% 9

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Onyx Bridge Wealth Group's AAPL Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its Apple (AAPL) stake by 0.39% in Q2 2026, buying an estimated $103K and bringing the position to 93,792 shares worth $27.1M. The position accounts for 2.44% of the portfolio, ranked #7.

Onyx Bridge Wealth Group first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 2,365 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Onyx Bridge Wealth Group held 93,792 shares of Apple worth $27.1M as of Q2 2026.
  • Onyx Bridge Wealth Group bought 360 Apple shares in Q2 2026, an estimated $103K.
  • Apple made up 2.44% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #7 holding.
  • Onyx Bridge Wealth Group first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 2,365 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.