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PW Nova Financial Services’s Apple AAPL Stock Holding History

PW Nova 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 		$15.7M Sell
54,342
-416
-0.8% -$119K 3.37% 4
2026
Q1 		$13.9M Buy
54,758
+16,868
+45% +$4.39M 3.49% 4
2025
Q4 		$10.3M Buy
+37,890
New +$10.2M 3.89% 6

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 $3.37T AUM 44.26% 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

PW Nova Financial Services's AAPL Position: Q2 2026 in Review

PW Nova Financial Services reduced its Apple (AAPL) stake by 0.76% in Q2 2026, selling an estimated $119K and leaving 54,342 shares worth $15.7M. The position accounts for 3.37% of the portfolio, ranked #4.

PW Nova Financial Services first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • PW Nova Financial Services held 54,342 shares of Apple worth $15.7M as of Q2 2026.
  • PW Nova Financial Services sold 416 Apple shares in Q2 2026, an estimated $119K.
  • Apple made up 3.37% of PW Nova Financial Services's portfolio in Q2 2026, its #4 holding.
  • PW Nova Financial Services first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on PW Nova Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.