Precedent Wealth Partners’s Apple AAPL Stock Holding History

Precedent Wealth Partners’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	$7.76M	Buy	26,831 +3,058	+13%	+$875K	1.29%	18
2026 Q1	$6.03M	Buy	23,773 +313	+1%	+$81.5K	1.21%	19
2025 Q4	$6.38M	Buy	23,460 +652	+3%	+$175K	1.34%	18
2025 Q3	$5.81M	Buy	22,808 +29	+0.1%	+$6.55K	1.28%	20
2025 Q2	$4.67M	Buy	22,779 +1,054	+5%	+$213K	1.14%	21
2025 Q1	$4.83M	Buy	21,725 +1,185	+6%	+$275K	1.34%	19
2024 Q4	$5.14M	Buy	20,540 +366	+2%	+$86.3K	1.68%	14
2024 Q3	$4.7M	Buy	20,174 +1,725	+9%	+$385K	1.55%	15
2024 Q2	$3.89M	Buy	18,449 +3,076	+20%	+$574K	1.56%	14
2024 Q1	$2.64M	Sell	15,373 -300	-2%	-$54.5K	1.13%	14
2023 Q4	$3.02M	Buy	+15,673	New	+$2.89M	1.53%	10

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

Precedent Wealth Partners's AAPL Position: Q2 2026 in Review

Precedent Wealth Partners increased its Apple (AAPL) stake by 13% in Q2 2026, buying an estimated $875K and bringing the position to 26,831 shares worth $7.76M. The position accounts for 1.29% of the portfolio, ranked #18.

Precedent Wealth Partners first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Precedent Wealth Partners held 26,831 shares of Apple worth $7.76M as of Q2 2026.
Precedent Wealth Partners bought 3,058 Apple shares in Q2 2026, an estimated $875K.
Apple made up 1.29% of Precedent Wealth Partners's portfolio in Q2 2026, its #18 holding.
Precedent Wealth Partners first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.