PF
AAPL icon

Prosperitas Financial’s Apple AAPL Stock Holding History

Prosperitas Financial’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 		$14.7M Buy
50,656
+2,589
+5% +$741K 4.69% 3
2026
Q1 		$12.2M Sell
48,067
-2,590
-5% -$674K 4.54% 3
2025
Q4 		$13.8M Buy
50,657
+522
+1% +$140K 5.35% 3
2025
Q3 		$12.8M Buy
50,135
+2,251
+5% +$509K 5.29% 3
2025
Q2 		$9.82M Sell
47,884
-1,036
-2% -$209K 4.62% 7
2025
Q1 		$10.9M Buy
48,920
+677
+1% +$157K 5.62% 3
2024
Q4 		$12.1M Sell
48,243
-248
-0.5% -$58.4K 6.11% 1
2024
Q3 		$11.3M Buy
48,491
+965
+2% +$216K 6.08% 1
2024
Q2 		$10M Buy
47,526
+1,095
+2% +$204K 6.1% 1
2024
Q1 		$7.96M Sell
46,431
-5,535
-11% -$1.01M 5.1% 4
2023
Q4 		$10M Buy
51,966
+368
+0.7% +$67.9K 7.37% 1
2023
Q3 		$8.83M Buy
+51,598
New +$9.46M 6.86% 1

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 $3.38T AUM 44.17% 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

Prosperitas Financial's AAPL Position: Q2 2026 in Review

Prosperitas Financial increased its Apple (AAPL) stake by 5.4% in Q2 2026, buying an estimated $741K and bringing the position to 50,656 shares worth $14.7M. The position accounts for 4.69% of the portfolio, ranked #3.

Prosperitas Financial first reported a position in AAPL in Q3 2023 and has held it in 12 quarters since. 6,145 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Prosperitas Financial held 50,656 shares of Apple worth $14.7M as of Q2 2026.
  • Prosperitas Financial bought 2,589 Apple shares in Q2 2026, an estimated $741K.
  • Apple made up 4.69% of Prosperitas Financial's portfolio in Q2 2026, its #3 holding.
  • Prosperitas Financial first reported a position in Apple in Q3 2023 and has held it in 12 quarters since.
  • 6,145 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Prosperitas Financial's 13F filing for Q2 2026, filed 19 Aug 2026.