Prevail Innovative Wealth Advisors’s Apple AAPL Stock Holding History

Prevail Innovative 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	$3.61M	Sell	12,462 -802	-6%	-$229K	0.54%	70
2026 Q1	$3.37M	Sell	13,264 -713	-5%	-$186K	0.57%	62
2025 Q4	$3.8M	Sell	13,977 -578	-4%	-$155K	0.68%	57
2025 Q3	$3.71M	Sell	14,555 -27,988	-66%	-$6.32M	0.72%	47
2025 Q2	$8.73M	Buy	42,543 +34,035	+400%	+$6.87M	1.96%	4
2025 Q1	$1.89M	Sell	8,508 -15,283	-64%	-$3.54M	0.5%	65
2024 Q4	$5.96M	Buy	23,791 +16,345	+220%	+$3.85M	1.73%	13
2024 Q3	$1.73M	Sell	7,446 -4,900	-40%	-$1.09M	0.53%	62
2024 Q2	$2.6M	Buy	12,346 +5,324	+76%	+$993K	0.92%	50
2024 Q1	$1.2M	Buy	7,022 +28	+0.4%	+$5.09K	0.45%	83
2023 Q4	$1.35M	Sell	6,994 -5,206	-43%	-$961K	0.64%	63
2023 Q3	$2.09M	Buy	12,200 +6,461	+113%	+$1.18M	1.08%	37
2023 Q2	$1.11M	Buy	+5,739	New	+$1M	0.61%	49

Other funds holding AAPL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Prevail Innovative Wealth Advisors's AAPL Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors reduced its Apple (AAPL) stake by 6% in Q2 2026, selling an estimated $229K and leaving 12,462 shares worth $3.61M. The position accounts for 0.54% of the portfolio, ranked #70.

Prevail Innovative Wealth Advisors first reported a position in AAPL in Q2 2023 and has held it in 13 quarters since. The position peaked at $8.73M in Q2 2025. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Prevail Innovative Wealth Advisors held 12,462 shares of Apple worth $3.61M as of Q2 2026.
Prevail Innovative Wealth Advisors sold 802 Apple shares in Q2 2026, an estimated $229K.
Apple made up 0.54% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #70 holding.
Prevail Innovative Wealth Advisors first reported a position in Apple in Q2 2023 and has held it in 13 quarters since.
Prevail Innovative Wealth Advisors's Apple position peaked at $8.73M in Q2 2025.
3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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