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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

PW Nova Financial Services's AAPL Position: Q1 2026 in Review

PW Nova Financial Services increased its Apple (AAPL) stake by 45% in Q1 2026, buying an estimated $4.39M and bringing the position to 54,758 shares worth $13.9M. The position accounts for 3.49% of the portfolio, ranked #4.

PW Nova Financial Services first reported a position in AAPL in Q4 2025 and has held it in 2 quarters since. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • PW Nova Financial Services held 54,758 shares of Apple worth $13.9M as of Q1 2026.
  • PW Nova Financial Services bought 16,868 Apple shares in Q1 2026, an estimated $4.39M.
  • Apple made up 3.49% of PW Nova Financial Services's portfolio in Q1 2026, its #4 holding.
  • PW Nova Financial Services first reported a position in Apple in Q4 2025 and has held it in 2 quarters since.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on PW Nova Financial Services's 13F filing for Q1 2026, filed 16 Apr 2026.