Optivise Advisory Services’s Apple AAPL Stock Holding History

Optivise Advisory Services’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	$2.53M	Buy	8,738 +1,307	+18%	+$374K	1.28%	14
2026 Q1	$1.89M	Buy	7,431 +396	+6%	+$103K	1.14%	15
2025 Q4	$1.91M	Buy	7,035 +7	+0.1%	+$1.88K	1.1%	20
2025 Q3	$1.79M	Buy	7,028 +1,128	+19%	+$255K	1.06%	20
2025 Q2	$1.21M	Buy	5,900 +125	+2%	+$25.2K	0.62%	42
2025 Q1	$1.28M	Sell	5,775 -862	-13%	-$200K	0.72%	32
2024 Q4	$1.66M	Buy	6,637 +1,248	+23%	+$294K	0.9%	29
2024 Q3	$1.26M	Buy	5,389 +220	+4%	+$49.1K	0.66%	38
2024 Q2	$1.09M	Buy	+5,169	New	+$964K	0.59%	46

Other funds holding AAPL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Optivise Advisory Services's AAPL Position: Q2 2026 in Review

Optivise Advisory Services increased its Apple (AAPL) stake by 18% in Q2 2026, buying an estimated $374K and bringing the position to 8,738 shares worth $2.53M. The position accounts for 1.28% of the portfolio, ranked #14.

Optivise Advisory Services first reported a position in AAPL in Q2 2024 and has held it in 9 quarters since. 2,191 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Optivise Advisory Services held 8,738 shares of Apple worth $2.53M as of Q2 2026.
Optivise Advisory Services bought 1,307 Apple shares in Q2 2026, an estimated $374K.
Apple made up 1.28% of Optivise Advisory Services's portfolio in Q2 2026, its #14 holding.
Optivise Advisory Services first reported a position in Apple in Q2 2024 and has held it in 9 quarters since.
2,191 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.