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Optas LLC’s Apple AAPL Stock Holding History

Optas LLC’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 		$26.5M Buy
91,699
+3,504
+4% +$1M 3.72% 7
2026
Q1 		$22.4M Buy
88,195
+3,529
+4% +$918K 3.39% 7
2025
Q4 		$23M Buy
84,666
+4,798
+6% +$1.29M 3.6% 7
2025
Q3 		$20.3M Buy
79,868
+1,900
+2% +$429K 3.45% 7
2025
Q2 		$16M Buy
77,968
+2,665
+4% +$538K 3.04% 10
2025
Q1 		$16.7M Sell
75,303
-4,922
-6% -$1.14M 2.91% 6
2024
Q4 		$20.1M Buy
80,225
+2,818
+4% +$664K 4.33% 4
2024
Q3 		$18M Buy
77,407
+6,601
+9% +$1.47M 4.15% 5
2024
Q2 		$14.9M Buy
70,806
+6,896
+11% +$1.29M 3.84% 7
2024
Q1 		$11M Sell
63,910
-4,370
-6% -$795K 2.99% 9
2023
Q4 		$13.1M Buy
68,280
+1,771
+3% +$327K 3.96% 6
2023
Q3 		$11.4M Buy
66,509
+3,708
+6% +$680K 3.79% 8
2023
Q2 		$12.2M Sell
62,801
-2,749
-4% -$479K 4.07% 6
2023
Q1 		$10.8M Buy
65,550
+1,268
+2% +$187K 3.86% 7
2022
Q4 		$8.35M Buy
64,282
+305
+0.5% +$43.6K 3.45% 8
2022
Q3 		$8.84M Sell
63,977
-1,174
-2% -$184K 3.88% 8
2022
Q2 		$8.91M Buy
65,151
+5,425
+9% +$822K 3.64% 8
2022
Q1 		$10.4M Buy
59,726
+1,285
+2% +$216K 3.41% 8
2021
Q4 		$10.4M Sell
58,441
-1,772
-3% -$280K 2.94% 10
2021
Q3 		$8.52M Buy
60,213
+448
+0.7% +$66K 2.48% 13
2021
Q2 		$8.19M Buy
59,765
+720
+1% +$93.3K 2.34% 13
2021
Q1 		$7.21M Sell
59,045
-1,381
-2% -$177K 2.26% 13
2020
Q4 		$8.02M Sell
60,426
-21,715
-26% -$2.61M 2.58% 12
2020
Q3 		$9.51M Buy
82,141
+17,729
+28% +$1.93M 2.91% 10
2020
Q2 		$5.88M Buy
64,412
+16,752
+35% +$1.3M 2.38% 13
2020
Q1 		$3.03M Sell
47,660
-2,928
-6% -$215K 1.51% 13
2019
Q4 		$3.72M Buy
+50,588
New +$3.25M 1.43% 11

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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Optas LLC's AAPL Position: Q2 2026 in Review

Optas LLC increased its Apple (AAPL) stake by 4% in Q2 2026, buying an estimated $1M and bringing the position to 91,699 shares worth $26.5M. The position accounts for 3.72% of the portfolio, ranked #7.

Optas LLC first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. 1,949 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Optas LLC held 91,699 shares of Apple worth $26.5M as of Q2 2026.
  • Optas LLC bought 3,504 Apple shares in Q2 2026, an estimated $1M.
  • Apple made up 3.72% of Optas LLC's portfolio in Q2 2026, its #7 holding.
  • Optas LLC first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • 1,949 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.