PP
AAPL icon

Prosperity Planning’s Apple AAPL Stock Holding History

Prosperity Planning’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 		$3.37M Buy
11,657
+987
+9% +$282K 0.77% 30
2026
Q1 		$2.71M Buy
10,670
+336
+3% +$87.4K 0.69% 33
2025
Q4 		$2.81M Sell
10,334
-15
-0.1% -$4.03K 0.73% 32
2025
Q3 		$2.64M Hold
10,349
– – 0.71% 33
2025
Q2 		$2.12M Hold
10,349
– – 0.61% 36
2025
Q1 		$2.3M Hold
10,349
– – 0.72% 35
2024
Q4 		$2.59M Sell
10,349
-25
-0.2% -$5.89K 0.83% 33
2024
Q3 		$2.42M Buy
10,374
+25
+0.2% +$5.58K 0.77% 33
2024
Q2 		$2.18M Hold
10,349
– – 0.75% 32
2024
Q1 		$1.77M Hold
10,349
– – 0.61% 35
2023
Q4 		$1.99M Sell
10,349
-98
-0.9% -$18.1K 0.75% 30
2023
Q3 		$1.79M Buy
10,447
+50
+0.5% +$9.17K 0.75% 29
2023
Q2 		$2.02M Sell
10,397
-532
-5% -$92.7K 0.83% 28
2023
Q1 		$1.8M Buy
10,929
+939
+9% +$139K 0.79% 31
2022
Q4 		$1.29M Hold
9,990
– – 0.64% 34
2022
Q3 		$1.38M Sell
9,990
-170
-2% -$26.7K 0.72% 34
2022
Q2 		$1.37M Hold
10,160
– – 0.7% 33
2022
Q1 		$1.77M Hold
10,160
– – 0.87% 28
2021
Q4 		$1.8M Hold
10,160
– – 0.91% 27
2021
Q3 		$1.44M Sell
10,160
-1,600
-14% -$236K 0.78% 32
2021
Q2 		$1.61M Hold
11,760
– – 1% 26
2021
Q1 		$1.44M Buy
11,760
+8,992
+325% +$1.15M 1.02% 27
2020
Q4 		$367K Buy
+2,768
New +$333K 0.31% 48

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

Prosperity Planning's AAPL Position: Q2 2026 in Review

Prosperity Planning increased its Apple (AAPL) stake by 9.3% in Q2 2026, buying an estimated $282K and bringing the position to 11,657 shares worth $3.37M. The position accounts for 0.77% of the portfolio, ranked #30.

Prosperity Planning first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Prosperity Planning held 11,657 shares of Apple worth $3.37M as of Q2 2026.
  • Prosperity Planning bought 987 Apple shares in Q2 2026, an estimated $282K.
  • Apple made up 0.77% of Prosperity Planning's portfolio in Q2 2026, its #30 holding.
  • Prosperity Planning first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.