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Opal Wealth Advisors’s Apple AAPL Stock Holding History

Opal Wealth 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 		$13.5M Buy
46,669
+3,133
+7% +$896K 2.92% 6
2026
Q1 		$11M Buy
43,536
+247
+0.6% +$64.3K 2.5% 7
2025
Q4 		$11.8M Sell
43,289
-2,079
-5% -$558K 3.07% 5
2025
Q3 		$11.6M Sell
45,368
-14,039
-24% -$3.17M 3.21% 5
2025
Q2 		$12.2M Buy
59,407
+1,538
+3% +$311K 3.38% 5
2025
Q1 		$12.9M Sell
57,869
-2,353
-4% -$545K 3.96% 5
2024
Q4 		$15.1M Buy
60,222
+2,174
+4% +$512K 4.53% 5
2024
Q3 		$13.5M Buy
58,048
+26,121
+82% +$5.83M 4.24% 5
2024
Q2 		$6.72M Buy
31,927
+2,496
+8% +$465K 2.16% 11
2024
Q1 		$5.05M Sell
29,431
-814
-3% -$148K 1.71% 13
2023
Q4 		$5.82M Buy
30,245
+1,096
+4% +$202K 2.29% 12
2023
Q3 		$4.99M Buy
29,149
+1,347
+5% +$247K 2.92% 7
2023
Q2 		$5.39M Buy
27,802
+11,369
+69% +$1.98M 2.69% 7
2023
Q1 		$2.71M Buy
16,433
+235
+1% +$34.7K 1.58% 7
2022
Q4 		$2.1M Sell
16,198
-82
-0.5% -$11.7K 1.16% 10
2022
Q3 		$2.25M Sell
16,280
-2,267
-12% -$356K 1.64% 9
2022
Q2 		$2.54M Buy
18,547
+133
+0.7% +$20.1K 1.68% 9
2022
Q1 		$3.21M Sell
18,414
-229
-1% -$38.5K 2.8% 6
2021
Q4 		$3.31M Buy
18,643
+1,859
+11% +$294K 2.09% 8
2021
Q3 		$2.38M Sell
16,784
-9,237
-35% -$1.36M 2.28% 6
2021
Q2 		$3.56M Buy
26,021
+5,177
+25% +$671K 3.32% 6
2021
Q1 		$2.55M Buy
20,844
+3,672
+21% +$471K 2.77% 5
2020
Q4 		$2.28M Buy
+17,172
New +$2.07M 2.86% 5

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Opal Wealth Advisors's AAPL Position: Q2 2026 in Review

Opal Wealth Advisors increased its Apple (AAPL) stake by 7.2% in Q2 2026, buying an estimated $896K and bringing the position to 46,669 shares worth $13.5M. The position accounts for 2.92% of the portfolio, ranked #6.

Opal Wealth Advisors first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. The position peaked at $15.1M in Q4 2024. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Opal Wealth Advisors held 46,669 shares of Apple worth $13.5M as of Q2 2026.
  • Opal Wealth Advisors bought 3,133 Apple shares in Q2 2026, an estimated $896K.
  • Apple made up 2.92% of Opal Wealth Advisors's portfolio in Q2 2026, its #6 holding.
  • Opal Wealth Advisors first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • Opal Wealth Advisors's Apple position peaked at $15.1M in Q4 2024.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.