Onyx Financial Advisors’s Apple AAPL Stock Holding History

Onyx Financial 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
2025 Q4	–	Sell	-875	Closed	-$223K	–	18
2025 Q3	$223K	Buy	+875	New	+$198K	0.1%	18

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Onyx Financial Advisors's AAPL Position: Q4 2025 in Review

Onyx Financial Advisors sold out of Apple (AAPL) in Q4 2025, closing a stake of 875 shares — an estimated $223K sold.

Onyx Financial Advisors first reported a position in AAPL in Q3 2025 and held it in 1 quarter. The position peaked at $223K in Q3 2025. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q4 2025.

Onyx Financial Advisors reported no remaining Apple position as of Q4 2025 after selling out during the quarter.
Onyx Financial Advisors sold 875 Apple shares in Q4 2025, an estimated $223K.
Onyx Financial Advisors first reported a position in Apple in Q3 2025 and held it in 1 quarter.
Onyx Financial Advisors's Apple position peaked at $223K in Q3 2025.
6,089 funds tracked by Wall St. Rank held Apple as of Q4 2025.

Based on Onyx Financial Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.