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Prospera Financial Services’s Apple AAPL Stock Holding History

Prospera Financial 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 		$244M Sell
843,779
-14,543
-2% -$4.16M 3.55% 1
2026
Q1 		$218M Buy
858,322
+14,064
+2% +$3.66M 3.51% 1
2025
Q4 		$230M Buy
844,258
+134
+0% +$36K 3.77% 1
2025
Q3 		$215M Buy
844,124
+11,681
+1% +$2.64M 3.67% 1
2025
Q2 		$171M Buy
832,443
+41,960
+5% +$8.47M 3.18% 1
2025
Q1 		$176M Buy
790,483
+22,750
+3% +$5.27M 4.04% 1
2024
Q4 		$192M Buy
767,733
+50,584
+7% +$11.9M 4.48% 1
2024
Q3 		$167M Buy
717,149
+52,940
+8% +$11.8M 4.27% 1
2024
Q2 		$140M Buy
664,209
+7,383
+1% +$1.38M 3.89% 1
2024
Q1 		$113M Sell
656,826
-22,298
-3% -$4.05M 3.36% 1
2023
Q4 		$131M Sell
679,124
-2,122
-0.3% -$392K 4.33% 1
2023
Q3 		$117M Sell
681,246
-15,684
-2% -$2.88M 4.51% 1
2023
Q2 		$135M Sell
696,930
-10,534
-1% -$1.84M 5.17% 1
2023
Q1 		$117M Buy
707,464
+71,705
+11% +$10.6M 4.8% 1
2022
Q4 		$82.6M Sell
635,759
-55,658
-8% -$7.95M 4.14% 1
2022
Q3 		$95.6M Buy
691,417
+19,847
+3% +$3.11M 4.99% 1
2022
Q2 		$91.8M Sell
671,570
-13,568
-2% -$2.05M 4.68% 1
2022
Q1 		$120M Buy
685,138
+16,731
+3% +$2.81M 5.01% 1
2021
Q4 		$119M Buy
668,407
+18,952
+3% +$3M 5.13% 2
2021
Q3 		$91.9M Sell
649,455
-10,581
-2% -$1.56M 4.58% 2
2021
Q2 		$90.4M Buy
660,036
+23,492
+4% +$3.04M 4.53% 2
2021
Q1 		$77.8M Buy
636,544
+63,466
+11% +$8.15M 4.61% 2
2020
Q4 		$76M Buy
573,078
+552,146
+2,638% +$66.4M 5.24% 2
2020
Q3 		$2.42M Sell
20,932
-548,336
-96% -$59.8M 0.93% 16
2020
Q2 		$51.9M Buy
569,268
+11,044
+2% +$856K 4.6% 2
2020
Q1 		$35.5M Sell
558,224
-1,080
-0.2% -$79.4K 3.77% 3
2019
Q4 		$41.1M Buy
559,304
+105,036
+23% +$6.76M 3.16% 4
2019
Q3 		$25.4M Sell
454,268
-22,572
-5% -$1.18M 2.61% 5
2019
Q2 		$24M Buy
+476,840
New +$23.2M 2.69% 5
2019
Q1 		– Sell
-303,380
Closed -$11.8M – 322
2018
Q4 		$11.8M Buy
303,380
+57,220
+23% +$2.77M 2.38% 5
2018
Q3 		$12.7M Sell
246,160
-26,364
-10% -$1.37M 2.37% 5
2018
Q2 		$12.6M Buy
272,524
+59,196
+28% +$2.68M 1.71% 7
2018
Q1 		$9.05M Buy
213,328
+32,068
+18% +$1.38M 1.26% 9
2017
Q4 		$7.75M Sell
181,260
-22,196
-11% -$928K 1.18% 11
2017
Q3 		$7.82M Buy
203,456
+1,608
+0.8% +$62.4K 1.19% 10
2017
Q2 		$7.24M Sell
201,848
-21,876
-10% -$809K 1.16% 9
2017
Q1 		$8.04M Sell
223,724
-10,064
-4% -$331K 1.45% 8
2016
Q4 		$6.79M Buy
233,788
+30,140
+15% +$855K 1.33% 8
2016
Q3 		$5.76M Sell
203,648
-430,224
-68% -$11.4M 1.16% 12
2016
Q2 		$15.2M Buy
633,872
+43,752
+7% +$1.09M 3.13% 7
2016
Q1 		$16.1M Buy
590,120
+14,376
+2% +$358K 3.57% 7
2015
Q4 		$15.2M Buy
575,744
+379,044
+193% +$10.8M 3.32% 4
2015
Q3 		$5.14M Buy
196,700
+22,564
+13% +$662K 1.3% 14
2015
Q2 		$5.13M Sell
174,136
-24,296
-12% -$777K 1.22% 12
2015
Q1 		$5.85M Buy
198,432
+22,920
+13% +$692K 1.3% 11
2014
Q4 		$4.84M Sell
175,512
-4,040
-2% -$110K 1.21% 13
2014
Q3 		$3.9M Buy
179,552
+29,300
+20% +$719K 1.05% 16
2014
Q2 		$3.49M Sell
150,252
-16,264
-10% -$346K 0.94% 17
2014
Q1 		$2.71M Buy
166,516
+21,196
+15% +$403K 0.85% 22
2013
Q4 		$2.91M Sell
145,320
-24,808
-15% -$469K 0.98% 28
2013
Q3 		$2.96M Buy
170,128
+40,684
+31% +$675K 1.12% 22
2013
Q2 		$1.89M Buy
+129,444
New +$1.99M 0.88% 29

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

Prospera Financial Services's AAPL Position: Q2 2026 in Review

Prospera Financial Services reduced its Apple (AAPL) stake by 1.7% in Q2 2026, selling an estimated $4.16M and leaving 843,779 shares worth $244M. The position accounts for 3.55% of the portfolio, ranked #1.

Prospera Financial Services first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. 1,931 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Prospera Financial Services held 843,779 shares of Apple worth $244M as of Q2 2026.
  • Prospera Financial Services sold 14,543 Apple shares in Q2 2026, an estimated $4.16M.
  • Apple made up 3.55% of Prospera Financial Services's portfolio in Q2 2026, its #1 holding.
  • Prospera Financial Services first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
  • 1,931 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.