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Quattro Financial Advisors’s Apple AAPL Stock Holding History

Quattro Financial Advisors’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 		$4.94M Buy
17,062
+4,601
+37% +$1.32M 1.06% 25
2026
Q1 		$3.16M Buy
12,461
+4,171
+50% +$1.09M 0.96% 32
2025
Q4 		$2.25M Hold
8,290
– – 0.67% 40
2025
Q3 		$2.11M Sell
8,290
-51
-0.6% -$11.5K 0.67% 39
2025
Q2 		$1.71M Sell
8,341
-18,324
-69% -$3.7M 0.6% 40
2025
Q1 		$5.92M Sell
26,665
-23,190
-47% -$5.37M 2.03% 18
2024
Q4 		$11.1M Buy
49,855
+9,964
+25% +$2.35M 2.88% 11
2024
Q3 		$9.2M Buy
39,891
+9,962
+33% +$2.22M 2.6% 14
2024
Q2 		$6.3M Buy
29,929
+7,069
+31% +$1.32M 1.65% 19
2024
Q1 		$3.92M Buy
22,860
+22,667
+11,745% +$4.12M 1.11% 25
2023
Q4 		$551K Sell
193
-2,667
-93% -$492K 0.19% 62
2023
Q3 		$490K Sell
2,860
-15,914
-85% -$2.92M 0.21% 59
2023
Q2 		$3.64M Buy
18,774
+2,931
+19% +$511K 1.45% 20
2023
Q1 		$2.61M Buy
15,843
+3,243
+26% +$479K 1.07% 22
2022
Q4 		$1.64M Sell
12,600
-4,530
-26% -$647K 0.65% 28
2022
Q3 		$2.37M Sell
17,130
-565
-3% -$88.7K 0.95% 27
2022
Q2 		$2.42M Buy
17,695
+7,105
+67% +$1.08M 0.82% 30
2022
Q1 		$1.85M Buy
10,590
+538
+5% +$90.5K 0.62% 33
2021
Q4 		$1.78M Sell
10,052
-13,754
-58% -$2.17M 0.63% 37
2021
Q3 		$3.55M Buy
23,806
+772
+3% +$114K 0.95% 28
2021
Q2 		$3.4M Buy
23,034
+4,750
+26% +$615K 0.91% 31
2021
Q1 		$2.46M Buy
+18,284
New +$2.35M 0.56% 43
2019
Q4 		– Sell
-4,340
Closed -$246K – 60
2019
Q3 		$246K Hold
4,340
– – 0.07% 55
2019
Q2 		$223K Sell
4,340
-4,440
-51% -$216K 0.07% 50
2019
Q1 		$428K Sell
8,780
-2,628
-23% -$111K 0.45% 13
2018
Q4 		$441K Buy
11,408
+10,148
+805% +$492K 0.15% 45
2018
Q3 		$70.3K Sell
1,260
-1,820
-59% -$94.8K 0.03% 64
2018
Q2 		$143K Hold
3,080
– – 0.07% 41
2018
Q1 		$133K Buy
+3,080
New +$133K 0.05% 53

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

Quattro Financial Advisors's AAPL Position: Q2 2026 in Review

Quattro Financial Advisors increased its Apple (AAPL) stake by 37% in Q2 2026, buying an estimated $1.32M and bringing the position to 17,062 shares worth $4.94M. The position accounts for 1.06% of the portfolio, ranked #25.

Quattro Financial Advisors first reported a position in AAPL in Q1 2018 and has held it in 29 quarters since. The position peaked at $11.1M in Q4 2024. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Quattro Financial Advisors held 17,062 shares of Apple worth $4.94M as of Q2 2026.
  • Quattro Financial Advisors bought 4,601 Apple shares in Q2 2026, an estimated $1.32M.
  • Apple made up 1.06% of Quattro Financial Advisors's portfolio in Q2 2026, its #25 holding.
  • Quattro Financial Advisors first reported a position in Apple in Q1 2018 and has held it in 29 quarters since.
  • Quattro Financial Advisors's Apple position peaked at $11.1M in Q4 2024.
  • 2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Quattro Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.