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Osprey Private Wealth’s Apple AAPL Stock Holding History

Osprey Private Wealth’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 		$11.1M Buy
38,526
+4,378
+13% +$1.25M 2.88% 7
2026
Q1 		$8.67M Buy
34,148
+5,515
+19% +$1.44M 2.51% 17
2025
Q4 		$7.78M Buy
28,633
+10,173
+55% +$2.73M 2.24% 17
2025
Q3 		$4.7M Buy
18,460
+9,085
+97% +$2.05M 1.71% 22
2025
Q2 		$2M Buy
9,375
+800
+9% +$162K 1.09% 31
2025
Q1 		$1.9M Buy
8,575
+690
+9% +$160K 1.13% 33
2024
Q4 		$1.97M Buy
7,885
+75
+1% +$17.7K 1.38% 31
2024
Q3 		$1.82M Buy
+7,810
New +$1.74M 1.27% 31

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

Osprey Private Wealth's AAPL Position: Q2 2026 in Review

Osprey Private Wealth increased its Apple (AAPL) stake by 13% in Q2 2026, buying an estimated $1.25M and bringing the position to 38,526 shares worth $11.1M. The position accounts for 2.88% of the portfolio, ranked #7.

Osprey Private Wealth first reported a position in AAPL in Q3 2024 and has held it in 8 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Osprey Private Wealth held 38,526 shares of Apple worth $11.1M as of Q2 2026.
  • Osprey Private Wealth bought 4,378 Apple shares in Q2 2026, an estimated $1.25M.
  • Apple made up 2.88% of Osprey Private Wealth's portfolio in Q2 2026, its #7 holding.
  • Osprey Private Wealth first reported a position in Apple in Q3 2024 and has held it in 8 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Osprey Private Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.